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 | $119,076 | $59,101+101.5% | $77,163+54.3% | $75,163+58.4% |
| Participation rate | 98.3% | 63.9%+34.4pp | 69.6%+28.7pp | 67.2%+31.1pp |
| Annual return | 15.95% | 26.71%-10.8pp | 37.87%-21.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,256 | $1,995+163.4% | $2,535+107.4% | $2,670+96.9% |
| Participant deferral / active EE | $5,197 | $2,999+73.3% | $3,833+35.6% | $4,125+26.0% |
| Admin fee / account holder | $6,690 | $4,774+40.1% | $5,472+22.3% | $5,651+18.4% |