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 | $149,887 | $137,414+9.1% | $189,513-20.9% | $85,850+74.6% |
| Participation rate | 97.2% | 84.6%+12.6pp | 87.8%+9.4pp | 69.3%+27.9pp |
| Annual return | 16.76% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,800 | $4,344-35.6% | $6,162-54.6% | $2,565+9.1% |
| Participant deferral / active EE | $4,074 | $6,260-34.9% | $8,221-50.4% | $3,952+3.1% |
| Admin fee / account holder | $7,902 | $8,630-8.4% | $12,045-34.4% | $6,260+26.2% |