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 | $181,651 | $98,750+84.0% | $149,696+21.3% | $79,858+127.5% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 16.93% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,343 | $3,216+3.9% | $4,644-28.0% | $2,471+35.3% |
| Participant deferral / active EE | $4,358 | $5,680-23.3% | $6,842-36.3% | $3,740+16.5% |
| Admin fee / account holder | $21,047 | $6,053+247.7% | $9,309+126.1% | $5,306+296.6% |