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 | $162,133 | $176,812-8.3% | $146,665+10.5% | $167,490-3.2% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 17.51% | 24.03%-6.5pp | 22.74%-5.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $15,266 | $5,160+195.9% | $4,136+269.1% | $4,837+215.6% |
| Participant deferral / active EE | $11,815 | $6,440+83.5% | $5,506+114.6% | $6,341+86.3% |
| Admin fee / account holder | $4,034 | $13,259-69.6% | $10,280-60.8% | $12,309-67.2% |