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 | $195,921 | $89,753+118.3% | $107,525+82.2% | $84,808+131.0% |
| Participation rate | 86.2% | 68.1%+18.1pp | 75.1%+11.1pp | 68.3%+17.9pp |
| Annual return | 18.26% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $10,202 | $3,113+227.7% | $3,754+171.8% | $2,631+287.8% |
| Participant deferral / active EE | $12,086 | $4,056+198.0% | $5,116+136.3% | $4,212+187.0% |
| Admin fee / account holder | $950 | $7,222-86.8% | $8,919-89.3% | $7,344-87.1% |