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 | $195,717 | $106,749+83.3% | $145,433+34.6% | $82,448+137.4% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 15.36% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,806 | $3,444-18.5% | $4,554-38.4% | $2,551+10.0% |
| Participant deferral / active EE | $6,207 | $6,519-4.8% | $7,897-21.4% | $4,139+50.0% |
| Admin fee / account holder | $3,434 | $8,390-59.1% | $13,129-73.8% | $7,234-52.5% |