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 | $195,503 | $91,552+113.5% | $133,956+45.9% | $79,858+144.8% |
| Participation rate | 79.2% | 73.3%+5.8pp | 79.8%-0.7pp | 69.6%+9.5pp |
| Annual return | 23.09% | 61.85%-38.8pp | 45.09%-22.0pp | 31.71%-8.6pp |
| Employer contribution / active EE | $2,634 | $2,384+10.5% | $3,919-32.8% | $2,471+6.6% |
| Participant deferral / active EE | $5,251 | $3,733+40.7% | $5,048+4.0% | $3,740+40.4% |
| Admin fee / account holder | $16,391 | $6,321+159.3% | $8,927+83.6% | $5,306+208.9% |