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 | $189,751 | $89,753+111.4% | $107,525+76.5% | $84,808+123.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.89% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,202 | $3,113-29.3% | $3,754-41.3% | $2,631-16.3% |
| Participant deferral / active EE | $6,873 | $4,056+69.5% | $5,116+34.4% | $4,212+63.2% |
| Admin fee / account holder | $2,464 | $7,222-65.9% | $8,919-72.4% | $7,344-66.4% |