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 | $193,989 | $91,190+112.7% | $178,490+8.7% | $79,858+142.9% |
| Participation rate | 83.9% | 69.2%+14.7pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | 16.34% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,322 | $3,256-28.7% | $5,011-53.7% | $2,471-6.0% |
| Participant deferral / active EE | $6,439 | $3,236+99.0% | $5,202+23.8% | $3,740+72.2% |
| Admin fee / account holder | $5,455 | $6,751-19.2% | $13,984-61.0% | $5,306+2.8% |