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 | $176,439 | $91,190+93.5% | $178,490-1.1% | $79,858+120.9% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 14.35% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,244 | $3,256+30.3% | $5,011-15.3% | $2,471+71.8% |
| Participant deferral / active EE | $6,754 | $3,236+108.7% | $5,202+29.8% | $3,740+80.6% |
| Admin fee / account holder | $6,831 | $6,751+1.2% | $13,984-51.2% | $5,306+28.7% |