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 | $173,870 | $105,181+65.3% | $159,436+9.1% | $85,850+102.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 16.50% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $3,406 | $3,318+2.6% | $4,829-29.5% | $2,565+32.8% |
| Participant deferral / active EE | $8,880 | $5,945+49.4% | $7,352+20.8% | $3,952+124.7% |
| Admin fee / account holder | $12,007 | $6,933+73.2% | $10,799+11.2% | $6,260+91.8% |