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 | $216,818 | $172,111+26.0% | $150,298+44.3% | $137,256+58.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.81% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,565 | $4,636-23.1% | $4,154-14.2% | $4,156-14.2% |
| Participant deferral / active EE | $8,533 | $6,166+38.4% | $5,453+56.5% | $6,407+33.2% |
| Admin fee / account holder | $2,536 | $16,471-84.6% | $14,116-82.0% | $12,270-79.3% |