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 | $216,488 | $109,413+97.9% | $156,263+38.5% | $84,808+155.3% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 19.61% | 20.18%-0.6pp | 59.47%-39.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,247 | $2,907-57.1% | $4,333-71.2% | $2,631-52.6% |
| Participant deferral / active EE | $8,905 | $4,590+94.0% | $6,158+44.6% | $4,212+111.4% |
| Admin fee / account holder | $4,543 | $9,357-51.4% | $14,255-68.1% | $7,344-38.1% |