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 | $158,014 | $110,257+43.3% | $96,544+63.7% | $139,434+13.3% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 17.44% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,093 | $3,620-14.6% | $2,965+4.3% | $4,751-34.9% |
| Participant deferral / active EE | $6,295 | $5,548+13.5% | $4,851+29.8% | $6,710-6.2% |
| Admin fee / account holder | $13,567 | $11,591+17.0% | $8,252+64.4% | $11,403+19.0% |