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 | $178,764 | $158,398+12.9% | $126,539+41.3% | $142,382+25.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 14.60% | 593.76%-579.2pp | 425.95%-411.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,881 | $4,650-16.5% | $3,674+5.6% | $4,299-9.7% |
| Participant deferral / active EE | $10,350 | $4,767+117.1% | $4,083+153.5% | $6,507+59.0% |
| Admin fee / account holder | $5,885 | $6,918-14.9% | $6,065-3.0% | $12,624-53.4% |