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 | $142,597 | $72,277+97.3% | $101,248+40.8% | $79,858+78.6% |
| Participation rate | 78.2% | 68.5%+9.7pp | 75.8%+2.4pp | 69.6%+8.6pp |
| Annual return | 22.39% | 22.30%+0.1pp | 46.47%-24.1pp | 31.71%-9.3pp |
| Employer contribution / active EE | $671 | $2,692-75.1% | $3,660-81.7% | $2,471-72.9% |
| Participant deferral / active EE | $3,782 | $3,282+15.2% | $4,370-13.5% | $3,740+1.1% |
| Admin fee / account holder | $21,260 | $4,400+383.2% | $5,945+257.6% | $5,306+300.7% |