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 | $147,821 | $105,859+39.6% | $90,160+64.0% | $147,584+0.2% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 13.80% | 37.63%-23.8pp | 34.88%-21.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,250 | $4,126-69.7% | $3,318-62.3% | $4,876-74.4% |
| Participant deferral / active EE | $12,443 | $5,733+117.0% | $5,288+135.3% | $5,439+128.8% |
| Admin fee / account holder | $1,386 | $8,046-82.8% | $5,943-76.7% | $10,885-87.3% |