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 | $190,345 | $70,428+170.3% | $96,562+97.1% | $85,850+121.7% |
| Participation rate | 78.9% | 61.8%+17.1pp | 69.8%+9.1pp | 69.3%+9.6pp |
| Annual return | 11.59% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,901 | $1,413+105.3% | $2,356+23.1% | $2,565+13.1% |
| Participant deferral / active EE | $4,756 | $2,894+64.4% | $3,849+23.6% | $3,952+20.4% |
| Admin fee / account holder | $24,801 | $4,997+396.3% | $6,181+301.3% | $6,260+296.2% |