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 | $216,833 | $114,381+89.6% | $107,525+101.7% | $142,382+52.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.77% | 242.71%-230.9pp | 181.32%-169.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,492 | $4,015-62.8% | $3,754-60.3% | $4,299-65.3% |
| Participant deferral / active EE | $3,045 | $5,564-45.3% | $5,116-40.5% | $6,507-53.2% |
| Admin fee / account holder | $12,293 | $9,860+24.7% | $8,919+37.8% | $12,624-2.6% |