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 | $173,332 | $114,381+51.5% | $107,525+61.2% | $142,382+21.7% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 15.85% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,495 | $4,015-12.9% | $3,754-6.9% | $4,299-18.7% |
| Participant deferral / active EE | $7,165 | $5,564+28.8% | $5,116+40.1% | $6,507+10.1% |
| Admin fee / account holder | $13,565 | $9,860+37.6% | $8,919+52.1% | $12,624+7.5% |