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 | $170,814 | $111,535+53.1% | $105,223+62.3% | $137,256+24.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 15.53% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,002 | $3,939-74.6% | $3,689-72.8% | $4,156-75.9% |
| Participant deferral / active EE | $4,085 | $5,500-25.7% | $5,072-19.5% | $6,407-36.2% |
| Admin fee / account holder | $4,805 | $9,721-50.6% | $8,859-45.8% | $12,270-60.8% |