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 | $194,629 | $111,535+74.5% | $105,223+85.0% | $137,256+41.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 15.19% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,051 | $3,939-22.6% | $3,689-17.3% | $4,156-26.6% |
| Participant deferral / active EE | $9,459 | $5,500+72.0% | $5,072+86.5% | $6,407+47.6% |
| Admin fee / account holder | $2,686 | $9,721-72.4% | $8,859-69.7% | $12,270-78.1% |