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 | $211,588 | $94,338+124.3% | $100,534+110.5% | $142,382+48.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 80.6%-0.6pp | 80.1%-0.1pp |
| Annual return | 13.86% | 29.20%-15.3pp | 32.66%-18.8pp | 217.08%-203.2pp |
| Employer contribution / active EE | $6,520 | $4,237+53.9% | $4,346+50.0% | $4,299+51.7% |
| Participant deferral / active EE | $6,471 | $5,934+9.0% | $6,144+5.3% | $6,507-0.6% |
| Admin fee / account holder | $1,684 | $8,421-80.0% | $7,654-78.0% | $12,624-86.7% |