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 | $195,930 | $138,347+41.6% | $184,203+6.4% | $80,856+142.3% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.4pp | 67.6%+28.6pp |
| Annual return | 12.12% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,781 | $4,850-42.7% | $6,427-56.7% | $2,755+0.9% |
| Participant deferral / active EE | $6,117 | $7,071-13.5% | $9,131-33.0% | $4,296+42.4% |
| Admin fee / account holder | $27,030 | $10,483+157.8% | $13,901+94.4% | $6,918+290.7% |