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 | $197,382 | $91,190+116.5% | $178,490+10.6% | $79,858+147.2% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 16.34% | 24.19%-7.9pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,605 | $3,256+72.2% | $5,011+11.9% | $2,471+126.9% |
| Participant deferral / active EE | $6,352 | $3,236+96.3% | $5,202+22.1% | $3,740+69.8% |
| Admin fee / account holder | $2,314 | $6,751-65.7% | $13,984-83.5% | $5,306-56.4% |