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 | $199,344 | $106,749+86.7% | $145,433+37.1% | $82,448+141.8% |
| Participation rate | 71.6% | 75.6%-4.1pp | 82.1%-10.5pp | 68.1%+3.5pp |
| Annual return | 15.52% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,651 | $3,444+6.0% | $4,554-19.8% | $2,551+43.1% |
| Participant deferral / active EE | $9,307 | $6,519+42.8% | $7,897+17.8% | $4,139+124.8% |
| Admin fee / account holder | $17,868 | $8,390+113.0% | $13,129+36.1% | $7,234+147.0% |