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 | $177,000 | $135,952+30.2% | $123,892+42.9% | $273,961-35.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 10.06% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $6,560 | $5,170+26.9% | $4,617+42.1% | $4,869+34.7% |
| Participant deferral / active EE | $9,405 | $6,343+48.3% | $5,984+57.2% | $5,287+77.9% |
| Admin fee / account holder | $5,268 | $9,817-46.3% | $8,357-37.0% | $10,132-48.0% |