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 | $205,258 | $87,013+135.9% | $106,213+93.3% | $80,856+153.9% |
| Participation rate | 72.4% | 70.4%+2.0pp | 75.3%-2.9pp | 67.6%+4.8pp |
| Annual return | 12.27% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,209 | $2,395-49.5% | $3,171-61.9% | $2,755-56.1% |
| Participant deferral / active EE | $5,808 | $3,986+45.7% | $5,016+15.8% | $4,296+35.2% |
| Admin fee / account holder | $4,770 | $8,431-43.4% | $11,033-56.8% | $6,918-31.0% |