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 | $189,124 | $157,256+20.3% | $141,162+34.0% | $152,861+23.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 21.16% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,192 | $5,261-58.3% | $4,735-53.7% | $4,762-54.0% |
| Participant deferral / active EE | $8,271 | $7,109+16.3% | $6,709+23.3% | $5,850+41.4% |
| Admin fee / account holder | $6,686 | $12,120-44.8% | $10,261-34.8% | $11,596-42.3% |