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 | $161,536 | $112,881+43.1% | $90,951+77.6% | $158,922+1.6% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 10.87% | 215.79%-204.9pp | 134.60%-123.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,961 | $2,893-32.2% | $2,122-7.6% | $4,761-58.8% |
| Participant deferral / active EE | $5,013 | $4,128+21.5% | $3,373+48.6% | $5,982-16.2% |
| Admin fee / account holder | $2,396 | $8,041-70.2% | $5,959-59.8% | $11,246-78.7% |