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 | $176,857 | $111,754+58.3% | $103,333+71.2% | $145,922+21.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 9.61% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $5,084 | $4,212+20.7% | $3,868+31.4% | $4,660+9.1% |
| Participant deferral / active EE | $13,935 | $5,619+148.0% | $5,057+175.5% | $6,688+108.4% |
| Admin fee / account holder | $17,964 | $9,750+84.2% | $8,355+115.0% | $13,397+34.1% |