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 | $165,498 | $114,381+44.7% | $107,525+53.9% | $142,382+16.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 12.71% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $15,048 | $4,015+274.8% | $3,754+300.9% | $4,299+250.0% |
| Participant deferral / active EE | $6,929 | $5,564+24.5% | $5,116+35.4% | $6,507+6.5% |
| Admin fee / account holder | $4,594 | $9,860-53.4% | $8,919-48.5% | $12,624-63.6% |