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 | $199,750 | $89,753+122.6% | $107,525+85.8% | $84,808+135.5% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 13.61% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,187 | $3,113+2.4% | $3,754-15.1% | $2,631+21.1% |
| Participant deferral / active EE | $9,653 | $4,056+138.0% | $5,116+88.7% | $4,212+129.2% |
| Admin fee / account holder | $18,149 | $7,222+151.3% | $8,919+103.5% | $7,344+147.1% |