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 | $176,367 | $99,032+78.1% | $80,019+120.4% | $135,375+30.3% |
| Participation rate | 95.0% | 78.4%+16.6pp | 75.8%+19.2pp | 82.6%+12.4pp |
| Annual return | -3.91% | 15.39%-19.3pp | 11.22%-15.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $4,216 | $3,043+38.5% | $2,468+70.8% | $4,779-11.8% |
| Participant deferral / active EE | $7,388 | $4,282+72.5% | $3,686+100.4% | $5,609+31.7% |
| Admin fee / account holder | $4,584 | $10,436-56.1% | $6,521-29.7% | $10,827-57.7% |