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 | $165,089 | $157,256+5.0% | $141,162+17.0% | $152,861+8.0% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 18.18% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $7,739 | $5,261+47.1% | $4,735+63.4% | $4,762+62.5% |
| Participant deferral / active EE | $9,337 | $7,109+31.3% | $6,709+39.2% | $5,850+59.6% |
| Admin fee / account holder | $52,551 | $12,120+333.6% | $10,261+412.1% | $11,596+353.2% |