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 | $194,505 | $89,753+116.7% | $107,525+80.9% | $84,808+129.3% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.1pp |
| Annual return | 15.69% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,830 | $3,113+23.0% | $3,754+2.0% | $2,631+45.6% |
| Participant deferral / active EE | $8,537 | $4,056+110.5% | $5,116+66.9% | $4,212+102.7% |
| Admin fee / account holder | $6,453 | $7,222-10.6% | $8,919-27.6% | $7,344-12.1% |