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 | $203,974 | $91,190+123.7% | $178,490+14.3% | $79,858+155.4% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 15.32% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,232 | $3,256-0.7% | $5,011-35.5% | $2,471+30.8% |
| Participant deferral / active EE | $2,877 | $3,236-11.1% | $5,202-44.7% | $3,740-23.1% |
| Admin fee / account holder | $4,082 | $6,751-39.5% | $13,984-70.8% | $5,306-23.1% |