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 | $208,196 | $89,753+132.0% | $107,525+93.6% | $84,808+145.5% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 17.20% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,302 | $3,113+6.1% | $3,754-12.0% | $2,631+25.5% |
| Participant deferral / active EE | $6,594 | $4,056+62.6% | $5,116+28.9% | $4,212+56.6% |
| Admin fee / account holder | $6,490 | $7,222-10.1% | $8,919-27.2% | $7,344-11.6% |