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 | $218,425 | $127,065+71.9% | $113,168+93.0% | $142,382+53.4% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 16.65% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,501 | $3,442+1.7% | $2,975+17.7% | $4,299-18.6% |
| Participant deferral / active EE | $6,656 | $5,716+16.4% | $5,107+30.3% | $6,507+2.3% |
| Admin fee / account holder | $5,069 | $15,736-67.8% | $12,068-58.0% | $12,624-59.8% |