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 | $184,807 | $89,753+105.9% | $107,525+71.9% | $84,808+117.9% |
| Participation rate | 74.2% | 68.1%+6.1pp | 75.1%-0.9pp | 68.3%+5.9pp |
| Annual return | 16.57% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,378 | $3,113+8.5% | $3,754-10.0% | $2,631+28.4% |
| Participant deferral / active EE | $6,669 | $4,056+64.4% | $5,116+30.4% | $4,212+58.4% |
| Admin fee / account holder | $9,186 | $7,222+27.2% | $8,919+3.0% | $7,344+25.1% |