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 | $180,628 | $148,534+21.6% | $135,903+32.9% | $139,434+29.5% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 12.36% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $9,592 | $5,243+82.9% | $4,856+97.5% | $4,751+101.9% |
| Participant deferral / active EE | $6,489 | $8,100-19.9% | $7,758-16.4% | $6,710-3.3% |
| Admin fee / account holder | $12,340 | $12,400-0.5% | $10,762+14.7% | $11,403+8.2% |