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 | $159,848 | $77,899+105.2% | $149,673+6.8% | $75,163+112.7% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.8pp | 67.2%+30.4pp |
| Annual return | 22.28% | 31.72%-9.4pp | 134.42%-112.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $3,770 | $3,137+20.2% | $4,818-21.7% | $2,670+41.2% |
| Participant deferral / active EE | $5,644 | $3,411+65.5% | $5,680-0.6% | $4,125+36.8% |
| Admin fee / account holder | $3,131 | $5,956-47.4% | $13,210-76.3% | $5,651-44.6% |