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 | $152,632 | $125,758+21.4% | $169,993-10.2% | $75,163+103.1% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 16.99% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,350 | $4,615+15.9% | $6,785-21.2% | $2,670+100.4% |
| Participant deferral / active EE | $6,011 | $6,837-12.1% | $10,408-42.2% | $4,125+45.7% |
| Admin fee / account holder | $16,348 | $8,173+100.0% | $12,815+27.6% | $5,651+189.3% |