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 | $225,491 | $127,065+77.5% | $113,168+99.3% | $142,382+58.4% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 14.14% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,600 | $3,442+62.7% | $2,975+88.2% | $4,299+30.3% |
| Participant deferral / active EE | $7,087 | $5,716+24.0% | $5,107+38.8% | $6,507+8.9% |
| Admin fee / account holder | $10,618 | $15,736-32.5% | $12,068-12.0% | $12,624-15.9% |