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 | $175,658 | $105,181+67.0% | $159,436+10.2% | $85,850+104.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 15.65% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,609 | $3,318-21.4% | $4,829-46.0% | $2,565+1.7% |
| Participant deferral / active EE | $8,080 | $5,945+35.9% | $7,352+9.9% | $3,952+104.5% |
| Admin fee / account holder | $13,901 | $6,933+100.5% | $10,799+28.7% | $6,260+122.1% |