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 | $190,648 | $89,753+112.4% | $107,525+77.3% | $84,808+124.8% |
| Participation rate | 79.4% | 68.1%+11.4pp | 75.1%+4.3pp | 68.3%+11.1pp |
| Annual return | 14.70% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $9,748 | $3,113+213.1% | $3,754+159.7% | $2,631+270.5% |
| Participant deferral / active EE | $4,019 | $4,056-0.9% | $5,116-21.4% | $4,212-4.6% |
| Admin fee / account holder | $4,151 | $7,222-42.5% | $8,919-53.5% | $7,344-43.5% |