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 | $146,864 | $78,672+86.7% | $109,143+34.6% | $85,850+71.1% |
| Participation rate | 98.4% | 68.3%+30.1pp | 75.9%+22.5pp | 69.3%+29.0pp |
| Annual return | 17.86% | 25.09%-7.2pp | 25.75%-7.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,264 | $2,735-17.2% | $3,722-39.2% | $2,565-11.8% |
| Participant deferral / active EE | $3,888 | $3,467+12.1% | $4,653-16.4% | $3,952-1.6% |
| Admin fee / account holder | $10,541 | $5,469+92.7% | $6,752+56.1% | $6,260+68.4% |