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 | $186,640 | $183,519+1.7% | $155,509+20.0% | $145,922+27.9% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 18.89% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,808 | $5,313-28.3% | $4,672-18.5% | $4,660-18.3% |
| Participant deferral / active EE | $8,528 | $6,462+32.0% | $5,626+51.6% | $6,688+27.5% |
| Admin fee / account holder | $1,224 | $19,313-93.7% | $15,912-92.3% | $13,397-90.9% |