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 | $166,941 | $95,803+74.3% | $113,168+47.5% | $84,808+96.8% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 15.04% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,089 | $2,360+30.9% | $2,975+3.8% | $2,631+17.4% |
| Participant deferral / active EE | $5,603 | $4,242+32.1% | $5,107+9.7% | $4,212+33.0% |
| Admin fee / account holder | $400 | $8,989-95.6% | $12,068-96.7% | $7,344-94.6% |