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 | $171,162 | $118,849+44.0% | $96,562+77.3% | $167,490+2.2% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 12.55% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $5,212 | $3,120+67.1% | $2,356+121.2% | $4,837+7.7% |
| Participant deferral / active EE | $3,647 | $4,616-21.0% | $3,849-5.3% | $6,341-42.5% |
| Admin fee / account holder | $5,388 | $8,065-33.2% | $6,181-12.8% | $12,309-56.2% |