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 | $160,605 | $100,041+60.5% | $149,718+7.3% | $70,131+129.0% |
| Participation rate | 79.7% | 83.6%-3.9pp | 87.1%-7.3pp | 69.5%+10.2pp |
| Annual return | 15.12% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,773 | $3,662-24.3% | $5,445-49.1% | $2,342+18.4% |
| Participant deferral / active EE | $6,506 | $4,983+30.6% | $6,569-1.0% | $3,332+95.3% |
| Admin fee / account holder | $2,745 | $8,286-66.9% | $11,283-75.7% | $4,645-40.9% |