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 | $160,084 | $89,753+78.4% | $107,525+48.9% | $84,808+88.8% |
| Participation rate | 83.8% | 68.1%+15.7pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 18.61% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,134 | $3,113+0.7% | $3,754-16.5% | $2,631+19.1% |
| Participant deferral / active EE | $6,152 | $4,056+51.7% | $5,116+20.3% | $4,212+46.1% |
| Admin fee / account holder | $14,430 | $7,222+99.8% | $8,919+61.8% | $7,344+96.5% |