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 | $174,182 | $103,376+68.5% | $87,100+100.0% | $152,861+13.9% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 18.85% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,224 | $3,220+0.1% | $2,521+27.9% | $4,762-32.3% |
| Participant deferral / active EE | $4,287 | $4,778-10.3% | $4,049+5.9% | $5,850-26.7% |
| Admin fee / account holder | $3,483 | $12,205-71.5% | $7,497-53.5% | $11,596-70.0% |