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 | $175,155 | $123,793+41.5% | $177,821-1.5% | $79,858+119.3% |
| Participation rate | 98.1% | 84.7%+13.5pp | 87.7%+10.4pp | 69.6%+28.5pp |
| Annual return | 16.07% | 22.82%-6.8pp | 48.32%-32.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,189 | $4,095+26.7% | $5,918-12.3% | $2,471+110.0% |
| Participant deferral / active EE | $8,916 | $5,956+49.7% | $7,714+15.6% | $3,740+138.4% |
| Admin fee / account holder | $5,663 | $7,243-21.8% | $12,427-54.4% | $5,306+6.7% |