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 | $187,939 | $89,753+109.4% | $107,525+74.8% | $84,808+121.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.48% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,480 | $3,113+11.8% | $3,754-7.3% | $2,631+32.3% |
| Participant deferral / active EE | $9,332 | $4,056+130.1% | $5,116+82.4% | $4,212+121.6% |
| Admin fee / account holder | $6,745 | $7,222-6.6% | $8,919-24.4% | $7,344-8.2% |