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 | $203,342 | $109,413+85.8% | $156,263+30.1% | $84,808+139.8% |
| Participation rate | 77.8% | 72.7%+5.1pp | 78.9%-1.1pp | 68.3%+9.5pp |
| Annual return | 14.24% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,374 | $2,907-18.3% | $4,333-45.2% | $2,631-9.8% |
| Participant deferral / active EE | $7,261 | $4,590+58.2% | $6,158+17.9% | $4,212+72.4% |
| Admin fee / account holder | $41,507 | $9,357+343.6% | $14,255+191.2% | $7,344+465.2% |