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 | $215,480 | $89,753+140.1% | $107,525+100.4% | $84,808+154.1% |
| Participation rate | 72.9% | 68.1%+4.8pp | 75.1%-2.2pp | 68.3%+4.6pp |
| Annual return | 13.32% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,151 | $4,056+125.6% | $5,116+78.9% | $4,212+117.3% |
| Admin fee / account holder | $9,533 | $7,222+32.0% | $8,919+6.9% | $7,344+29.8% |