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 | $216,460 | $101,724+112.8% | $164,813+31.3% | $80,856+167.7% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 15.37% | 16.72%-1.3pp | 69.93%-54.6pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,092 | $2,953-29.2% | $4,341-51.8% | $2,755-24.0% |
| Participant deferral / active EE | $4,045 | $4,477-9.7% | $6,031-32.9% | $4,296-5.8% |
| Admin fee / account holder | $7,477 | $8,227-9.1% | $12,690-41.1% | $6,918+8.1% |