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 | $211,410 | $101,724+107.8% | $164,813+28.3% | $80,856+161.5% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.6pp |
| Annual return | 15.85% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,190 | $2,953-59.7% | $4,341-72.6% | $2,755-56.8% |
| Participant deferral / active EE | $6,343 | $4,477+41.7% | $6,031+5.2% | $4,296+47.6% |
| Admin fee / account holder | $9,566 | $8,227+16.3% | $12,690-24.6% | $6,918+38.3% |