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 | $190,611 | $89,753+112.4% | $107,525+77.3% | $84,808+124.8% |
| Participation rate | 86.1% | 68.1%+18.1pp | 75.1%+11.0pp | 68.3%+17.8pp |
| Annual return | 13.55% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,901 | $3,113-39.0% | $3,754-49.4% | $2,631-27.8% |
| Participant deferral / active EE | $6,659 | $4,056+64.2% | $5,116+30.2% | $4,212+58.1% |
| Admin fee / account holder | $7,089 | $7,222-1.8% | $8,919-20.5% | $7,344-3.5% |