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 | $128,782 | $86,286+49.3% | $111,297+15.7% | $85,850+50.0% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 19.02% | 19.99%-1.0pp | 54.65%-35.6pp | 318.53%-299.5pp |
| Employer contribution / active EE | $2,349 | $2,043+15.0% | $2,731-14.0% | $2,565-8.4% |
| Participant deferral / active EE | $6,646 | $3,641+82.6% | $4,487+48.1% | $3,952+68.2% |
| Admin fee / account holder | $1,612 | $8,188-80.3% | $7,964-79.8% | $6,260-74.3% |