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 | $136,533 | $67,606+102.0% | $82,313+65.9% | $70,131+94.7% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.1pp |
| Annual return | 15.31% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,316 | $1,755-25.0% | $2,428-45.8% | $2,342-43.8% |
| Participant deferral / active EE | $4,868 | $2,987+63.0% | $3,706+31.3% | $3,332+46.1% |
| Admin fee / account holder | $17,316 | $4,512+283.8% | $5,608+208.8% | $4,645+272.8% |