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 | $146,138 | $137,414+6.3% | $189,513-22.9% | $85,850+70.2% |
| Participation rate | 98.3% | 84.6%+13.7pp | 87.8%+10.5pp | 69.3%+29.0pp |
| Annual return | 19.20% | 38.14%-18.9pp | 555.15%-535.9pp | 318.53%-299.3pp |
| Employer contribution / active EE | $3,291 | $4,344-24.2% | $6,162-46.6% | $2,565+28.3% |
| Participant deferral / active EE | $5,525 | $6,260-11.7% | $8,221-32.8% | $3,952+39.8% |
| Admin fee / account holder | $1,496 | $8,630-82.7% | $12,045-87.6% | $6,260-76.1% |