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 | $154,436 | $60,892+153.6% | $82,389+87.4% | $84,808+82.1% |
| Participation rate | 98.5% | 63.3%+35.2pp | 69.5%+28.9pp | 68.3%+30.2pp |
| Annual return | 14.21% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,923 | $1,779+8.1% | $2,517-23.6% | $2,631-26.9% |
| Participant deferral / active EE | $7,357 | $3,179+131.5% | $4,155+77.1% | $4,212+74.7% |
| Admin fee / account holder | $10,656 | $5,467+94.9% | $7,231+47.4% | $7,344+45.1% |