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 | $197,421 | $89,753+120.0% | $107,525+83.6% | $84,808+132.8% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 15.55% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,257 | $3,113+68.9% | $3,754+40.1% | $2,631+99.8% |
| Participant deferral / active EE | $6,022 | $4,056+48.5% | $5,116+17.7% | $4,212+43.0% |
| Admin fee / account holder | $5,310 | $7,222-26.5% | $8,919-40.5% | $7,344-27.7% |