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 | $173,281 | $137,414+26.1% | $189,513-8.6% | $85,850+101.8% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 12.02% | 38.14%-26.1pp | 555.15%-543.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,858 | $4,344-34.2% | $6,162-53.6% | $2,565+11.4% |
| Participant deferral / active EE | $7,080 | $6,260+13.1% | $8,221-13.9% | $3,952+79.2% |
| Admin fee / account holder | $10,300 | $8,630+19.4% | $12,045-14.5% | $6,260+64.5% |