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 | $210,085 | $78,672+167.0% | $109,143+92.5% | $85,850+144.7% |
| Participation rate | 81.0% | 68.3%+12.7pp | 75.9%+5.1pp | 69.3%+11.6pp |
| Annual return | 21.10% | 25.09%-4.0pp | 25.75%-4.7pp | 318.53%-297.4pp |
| Employer contribution / active EE | $2,351 | $2,735-14.0% | $3,722-36.8% | $2,565-8.4% |
| Participant deferral / active EE | $6,058 | $3,467+74.7% | $4,653+30.2% | $3,952+53.3% |
| Admin fee / account holder | $2,266 | $5,469-58.6% | $6,752-66.4% | $6,260-63.8% |