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 | $245,078 | $112,729+117.4% | $98,716+148.3% | $137,256+78.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 17.65% | 38.48%-20.8pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,677 | $2,725+71.6% | $2,279+105.3% | $4,156+12.5% |
| Participant deferral / active EE | $6,456 | $4,640+39.1% | $4,048+59.5% | $6,407+0.8% |
| Admin fee / account holder | $6,499 | $10,129-35.8% | $8,703-25.3% | $12,270-47.0% |