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 | $165,746 | $132,634+25.0% | $115,768+43.2% | $137,256+20.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 11.35% | 160.70%-149.4pp | 100.46%-89.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $8,959 | $3,360+166.7% | $2,940+204.7% | $4,156+115.6% |
| Participant deferral / active EE | $8,537 | $5,619+51.9% | $4,917+73.6% | $6,407+33.2% |
| Admin fee / account holder | $2,735 | $15,028-81.8% | $12,439-78.0% | $12,270-77.7% |