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 | $173,766 | $76,407+127.4% | $150,298+15.6% | $82,448+110.8% |
| Participation rate | 95.7% | 66.4%+29.3pp | 77.8%+18.0pp | 68.1%+27.7pp |
| Annual return | 17.74% | 39.99%-22.3pp | 62.79%-45.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,970 | $2,614+51.9% | $4,154-4.4% | $2,551+55.6% |
| Participant deferral / active EE | $9,322 | $3,214+190.0% | $5,453+71.0% | $4,139+125.2% |
| Admin fee / account holder | $2,863 | $6,352-54.9% | $14,116-79.7% | $7,234-60.4% |