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 | $176,592 | $95,416+85.1% | $185,823-5.0% | $85,850+105.7% |
| Participation rate | 89.5% | 68.8%+20.7pp | 81.7%+7.8pp | 69.3%+20.2pp |
| Annual return | 15.49% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,903 | $3,314+17.8% | $5,167-24.5% | $2,565+52.2% |
| Participant deferral / active EE | $11,258 | $3,423+228.9% | $5,568+102.2% | $3,952+184.9% |
| Admin fee / account holder | $8,610 | $7,213+19.4% | $16,237-47.0% | $6,260+37.5% |