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 | $158,488 | $78,672+101.5% | $109,143+45.2% | $85,850+84.6% |
| Participation rate | 91.7% | 68.3%+23.4pp | 75.9%+15.8pp | 69.3%+22.4pp |
| Annual return | 15.95% | 25.09%-9.1pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $13,418 | $2,735+390.7% | $3,722+260.5% | $2,565+423.1% |
| Participant deferral / active EE | $2,098 | $3,467-39.5% | $4,653-54.9% | $3,952-46.9% |
| Admin fee / account holder | $6,488 | $5,469+18.6% | $6,752-3.9% | $6,260+3.6% |