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 | $169,627 | $74,888+126.5% | $71,209+138.2% | $142,382+19.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.87% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,636 | $2,854-7.6% | $2,721-3.1% | $4,299-38.7% |
| Participant deferral / active EE | $5,571 | $4,454+25.1% | $4,175+33.4% | $6,507-14.4% |
| Admin fee / account holder | $4,834 | $5,568-13.2% | $5,349-9.6% | $12,624-61.7% |