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 | $190,354 | $88,672+114.7% | $105,223+80.9% | $82,448+130.9% |
| Participation rate | 92.5% | 67.9%+24.5pp | 75.0%+17.4pp | 68.1%+24.4pp |
| Annual return | 13.54% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,011 | $3,048-34.0% | $3,689-45.5% | $2,551-21.2% |
| Participant deferral / active EE | $10,272 | $4,036+154.5% | $5,072+102.5% | $4,139+148.2% |
| Admin fee / account holder | $35,277 | $7,146+393.7% | $8,859+298.2% | $7,234+387.6% |