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 | $186,450 | $81,460+128.9% | $103,333+80.4% | $80,856+130.6% |
| Participation rate | 98.8% | 66.8%+32.0pp | 74.5%+24.3pp | 67.6%+31.2pp |
| Annual return | 12.67% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,951 | $3,105-5.0% | $3,868-23.7% | $2,755+7.1% |
| Participant deferral / active EE | $6,943 | $3,869+79.5% | $5,057+37.3% | $4,296+61.6% |
| Admin fee / account holder | $27,233 | $6,566+314.7% | $8,355+226.0% | $6,918+293.7% |