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 | $156,504 | $67,606+131.5% | $82,313+90.1% | $70,131+123.2% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 16.59% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $4,534 | $1,755+158.4% | $2,428+86.7% | $2,342+93.6% |
| Participant deferral / active EE | $7,946 | $2,987+166.0% | $3,706+114.4% | $3,332+138.5% |
| Admin fee / account holder | $1,598 | $4,512-64.6% | $5,608-71.5% | $4,645-65.6% |