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 | $160,422 | $111,535+43.8% | $105,223+52.5% | $137,256+16.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 14.73% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,683 | $3,939+18.9% | $3,689+27.0% | $4,156+12.7% |
| Participant deferral / active EE | $11,189 | $5,500+103.4% | $5,072+120.6% | $6,407+74.6% |
| Admin fee / account holder | $41,612 | $9,721+328.0% | $8,859+369.7% | $12,270+239.1% |