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 | $236,719 | $123,793+91.2% | $177,821+33.1% | $79,858+196.4% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 19.27% | 22.82%-3.6pp | 48.32%-29.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,809 | $4,095-7.0% | $5,918-35.6% | $2,471+54.1% |
| Participant deferral / active EE | $8,002 | $5,956+34.3% | $7,714+3.7% | $3,740+114.0% |
| Admin fee / account holder | $20,443 | $7,243+182.3% | $12,427+64.5% | $5,306+285.3% |