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 | $182,314 | $103,376+76.4% | $87,100+109.3% | $152,861+19.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 17.30% | 28.10%-10.8pp | 28.19%-10.9pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,729 | $3,220+15.8% | $2,521+47.9% | $4,762-21.7% |
| Participant deferral / active EE | $5,932 | $4,778+24.2% | $4,049+46.5% | $5,850+1.4% |
| Admin fee / account holder | $16,204 | $12,205+32.8% | $7,497+116.1% | $11,596+39.7% |