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 | $197,387 | $109,413+80.4% | $156,263+26.3% | $84,808+132.7% |
| Participation rate | 83.8% | 72.7%+11.1pp | 78.9%+4.9pp | 68.3%+15.5pp |
| Annual return | 12.84% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,148 | $2,907-26.1% | $4,333-50.4% | $2,631-18.4% |
| Participant deferral / active EE | $9,214 | $4,590+100.8% | $6,158+49.6% | $4,212+118.8% |
| Admin fee / account holder | $20,992 | $9,357+124.4% | $14,255+47.3% | $7,344+185.9% |