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 | $159,581 | $114,381+39.5% | $107,525+48.4% | $142,382+12.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.35% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,184 | $4,015+29.1% | $3,754+38.1% | $4,299+20.6% |
| Participant deferral / active EE | $7,551 | $5,564+35.7% | $5,116+47.6% | $6,507+16.0% |
| Admin fee / account holder | $2,741 | $9,860-72.2% | $8,919-69.3% | $12,624-78.3% |