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 | $166,006 | $154,117+7.7% | $129,995+27.7% | $139,434+19.1% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 19.86% | 32.48%-12.6pp | -137.18%+157.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $8,144 | $5,289+54.0% | $4,320+88.5% | $4,751+71.4% |
| Participant deferral / active EE | $3,545 | $6,710-47.2% | $5,820-39.1% | $6,710-47.2% |
| Admin fee / account holder | $1,202 | $14,007-91.4% | $10,614-88.7% | $11,403-89.5% |