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 | $167,815 | $127,065+32.1% | $113,168+48.3% | $142,382+17.9% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 17.49% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,357 | $3,442+55.6% | $2,975+80.1% | $4,299+24.6% |
| Participant deferral / active EE | $3,366 | $5,716-41.1% | $5,107-34.1% | $6,507-48.3% |
| Admin fee / account holder | $32,393 | $15,736+105.9% | $12,068+168.4% | $12,624+156.6% |