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 | $179,688 | $95,803+87.6% | $113,168+58.8% | $84,808+111.9% |
| Participation rate | 97.8% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.5pp |
| Annual return | 16.45% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,854 | $2,360+105.7% | $2,975+63.1% | $2,631+84.5% |
| Participant deferral / active EE | $6,330 | $4,242+49.2% | $5,107+23.9% | $4,212+50.3% |
| Admin fee / account holder | $2,468 | $8,989-72.5% | $12,068-79.6% | $7,344-66.4% |