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 | $161,809 | $105,181+53.8% | $159,436+1.5% | $85,850+88.5% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 16.21% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,985 | $3,318-40.2% | $4,829-58.9% | $2,565-22.6% |
| Participant deferral / active EE | $8,903 | $5,945+49.8% | $7,352+21.1% | $3,952+125.3% |
| Admin fee / account holder | $6,871 | $6,933-0.9% | $10,799-36.4% | $6,260+9.8% |