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 | $174,832 | $105,181+66.2% | $159,436+9.7% | $85,850+103.6% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 16.38% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,064 | $3,318-7.7% | $4,829-36.6% | $2,565+19.4% |
| Participant deferral / active EE | $6,191 | $5,945+4.1% | $7,352-15.8% | $3,952+56.7% |
| Admin fee / account holder | $1,790 | $6,933-74.2% | $10,799-83.4% | $6,260-71.4% |