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 | $158,209 | $69,362+128.1% | $101,248+56.3% | $73,488+115.3% |
| Participation rate | 85.8% | 68.4%+17.5pp | 75.8%+10.0pp | 70.7%+15.2pp |
| Annual return | 15.97% | 18.46%-2.5pp | 46.47%-30.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,624 | $2,628-0.2% | $3,660-28.3% | $2,270+15.6% |
| Participant deferral / active EE | $4,290 | $3,300+30.0% | $4,370-1.8% | $3,740+14.7% |
| Admin fee / account holder | $8,624 | $704+1125.8% | $5,945+45.1% | $513+1580.9% |