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 | $214,606 | $87,013+146.6% | $106,213+102.1% | $80,856+165.4% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.3pp | 67.6%+25.0pp |
| Annual return | 14.59% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $888 | $2,395-62.9% | $3,171-72.0% | $2,755-67.8% |
| Participant deferral / active EE | $8,225 | $3,986+106.4% | $5,016+64.0% | $4,296+91.5% |
| Admin fee / account holder | $6,551 | $8,431-22.3% | $11,033-40.6% | $6,918-5.3% |