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 | $205,644 | $162,781+26.3% | $133,956+53.5% | $158,922+29.4% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 16.15% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $6,187 | $4,975+24.3% | $3,919+57.9% | $4,761+29.9% |
| Participant deferral / active EE | $11,990 | $5,911+102.9% | $5,048+137.5% | $5,982+100.4% |
| Admin fee / account holder | $13,965 | $11,736+19.0% | $8,927+56.4% | $11,246+24.2% |