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 | $217,291 | $77,503+180.4% | $100,391+116.4% | $80,856+168.7% |
| Participation rate | 95.5% | 76.9%+18.5pp | 81.5%+14.0pp | 67.6%+27.8pp |
| Annual return | 19.37% | 37.20%-17.8pp | 49.20%-29.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $2,586 | $2,801-7.7% | $3,942-34.4% | $2,755-6.1% |
| Participant deferral / active EE | $3,650 | $6,820-46.5% | $8,082-54.8% | $4,296-15.0% |
| Admin fee / account holder | $5,693 | $5,897-3.5% | $7,899-27.9% | $6,918-17.7% |