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 | $178,212 | $111,754+59.5% | $103,333+72.5% | $145,922+22.1% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 14.73% | 24.77%-10.0pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,900 | $4,212-31.2% | $3,868-25.0% | $4,660-37.8% |
| Participant deferral / active EE | $6,246 | $5,619+11.2% | $5,057+23.5% | $6,688-6.6% |
| Admin fee / account holder | $5,618 | $9,750-42.4% | $8,355-32.8% | $13,397-58.1% |