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 | $175,351 | $114,381+53.3% | $107,525+63.1% | $142,382+23.2% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 13.04% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,031 | $4,015+0.4% | $3,754+7.4% | $4,299-6.2% |
| Participant deferral / active EE | $9,649 | $5,564+73.4% | $5,116+88.6% | $6,507+48.3% |
| Admin fee / account holder | $36,247 | $9,860+267.6% | $8,919+306.4% | $12,624+187.1% |