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 | $163,910 | $114,381+43.3% | $107,525+52.4% | $142,382+15.1% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 16.01% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,868 | $4,015-28.6% | $3,754-23.6% | $4,299-33.3% |
| Participant deferral / active EE | $7,099 | $5,564+27.6% | $5,116+38.8% | $6,507+9.1% |
| Admin fee / account holder | $27,360 | $9,860+177.5% | $8,919+206.8% | $12,624+116.7% |