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 | $192,204 | $154,117+24.7% | $129,995+47.9% | $139,434+37.8% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 12.32% | 32.48%-20.2pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,083 | $5,289-41.7% | $4,320-28.6% | $4,751-35.1% |
| Participant deferral / active EE | $7,004 | $6,710+4.4% | $5,820+20.3% | $6,710+4.4% |
| Admin fee / account holder | $82,545 | $14,007+489.3% | $10,614+677.7% | $11,403+623.9% |