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 | $184,046 | $80,673+128.1% | $101,326+81.6% | $84,808+117.0% |
| Participation rate | 77.8% | 77.8%0pp | 81.5%-3.7pp | 68.3%+9.5pp |
| Annual return | 14.72% | 38.95%-24.2pp | 36.82%-22.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,687 | $2,698-37.5% | $3,665-54.0% | $2,631-35.9% |
| Participant deferral / active EE | $10,060 | $6,840+47.1% | $7,994+25.8% | $4,212+138.9% |
| Admin fee / account holder | $4,724 | $12,784-63.1% | $11,185-57.8% | $7,344-35.7% |