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 | $158,901 | $111,535+42.5% | $105,223+51.0% | $137,256+15.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.81% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,922 | $3,939-51.2% | $3,689-47.9% | $4,156-53.8% |
| Participant deferral / active EE | $7,527 | $5,500+36.8% | $5,072+48.4% | $6,407+17.5% |
| Admin fee / account holder | $11,651 | $9,721+19.8% | $8,859+31.5% | $12,270-5.0% |