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 | $162,850 | $154,117+5.7% | $129,995+25.3% | $139,434+16.8% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 14.36% | 32.48%-18.1pp | -137.18%+151.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $7,008 | $5,289+32.5% | $4,320+62.2% | $4,751+47.5% |
| Participant deferral / active EE | $6,315 | $6,710-5.9% | $5,820+8.5% | $6,710-5.9% |
| Admin fee / account holder | $31,924 | $14,007+127.9% | $10,614+200.8% | $11,403+180.0% |