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 | $160,722 | $72,012+123.2% | $185,823-13.5% | $79,858+101.3% |
| Participation rate | 85.4% | 65.8%+19.6pp | 78.0%+7.3pp | 69.6%+15.7pp |
| Annual return | 16.57% | 23.12%-6.6pp | 35.95%-19.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,165 | $1,965-40.7% | $4,087-71.5% | $2,471-52.8% |
| Participant deferral / active EE | $7,320 | $3,779+93.7% | $5,632+30.0% | $3,740+95.7% |
| Admin fee / account holder | $1,691 | $4,513-62.5% | $9,500-82.2% | $5,306-68.1% |