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 | $152,017 | $78,422+93.8% | $95,952+58.4% | $79,858+90.4% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | 10.63% | 19.37%-8.7pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,809 | $1,945-7.0% | $2,541-28.8% | $2,471-26.8% |
| Participant deferral / active EE | $4,575 | $3,440+33.0% | $4,167+9.8% | $3,740+22.3% |
| Admin fee / account holder | $3,810 | $5,622-32.2% | $6,795-43.9% | $5,306-28.2% |