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 | $176,347 | $114,381+54.2% | $107,525+64.0% | $142,382+23.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 17.22% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,837 | $4,015+20.5% | $3,754+28.9% | $4,299+12.5% |
| Participant deferral / active EE | $12,707 | $5,564+128.4% | $5,116+148.4% | $6,507+95.3% |
| Admin fee / account holder | $6,912 | $9,860-29.9% | $8,919-22.5% | $12,624-45.2% |