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 | $195,331 | $80,968+141.2% | $96,544+102.3% | $75,163+159.9% |
| Participation rate | 82.6% | 71.8%+10.8pp | 76.0%+6.6pp | 67.2%+15.4pp |
| Annual return | 15.30% | 27.06%-11.8pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $4,951 | $2,282+117.0% | $2,965+67.0% | $2,670+85.4% |
| Participant deferral / active EE | $8,399 | $3,928+113.8% | $4,851+73.1% | $4,125+103.6% |
| Admin fee / account holder | $53,656 | $6,724+697.9% | $8,252+550.2% | $5,651+849.5% |