See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,305 | $72,277+192.4% | $101,248+108.7% | $79,858+164.6% |
| Participation rate | 73.0% | 68.5%+4.5pp | 75.8%-2.8pp | 69.6%+3.3pp |
| Annual return | 16.54% | 22.30%-5.8pp | 46.47%-29.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,297 | $2,692-51.8% | $3,660-64.6% | $2,471-47.5% |
| Participant deferral / active EE | $6,041 | $3,282+84.1% | $4,370+38.2% | $3,740+61.5% |
| Admin fee / account holder | $5,436 | $4,400+23.5% | $5,945-8.6% | $5,306+2.4% |