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 | $159,099 | $95,416+66.7% | $185,823-14.4% | $85,850+85.3% |
| Participation rate | 85.7% | 68.8%+17.0pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 20.79% | 23.59%-2.8pp | 122.05%-101.3pp | 318.53%-297.7pp |
| Employer contribution / active EE | $3,098 | $3,314-6.5% | $5,167-40.0% | $2,565+20.8% |
| Participant deferral / active EE | $5,505 | $3,423+60.8% | $5,568-1.1% | $3,952+39.3% |
| Admin fee / account holder | $9,320 | $7,213+29.2% | $16,237-42.6% | $6,260+48.9% |