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 | $159,953 | $110,257+45.1% | $96,544+65.7% | $139,434+14.7% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 14.38% | 26.32%-11.9pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,028 | $3,620-16.4% | $2,965+2.1% | $4,751-36.3% |
| Participant deferral / active EE | $9,999 | $5,548+80.2% | $4,851+106.1% | $6,710+49.0% |
| Admin fee / account holder | $28,155 | $11,591+142.9% | $8,252+241.2% | $11,403+146.9% |