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 | $111,735 | $51,175+118.3% | $70,515+58.5% | $75,163+48.7% |
| Participation rate | 97.6% | 60.9%+36.6pp | 68.3%+29.2pp | 67.2%+30.4pp |
| Annual return | 20.95% | 30.02%-9.1pp | 32.77%-11.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,994 | $1,826+9.2% | $2,973-32.9% | $2,670-25.3% |
| Participant deferral / active EE | $2,732 | $2,849-4.1% | $4,567-40.2% | $4,125-33.8% |
| Admin fee / account holder | $7,822 | $4,091+91.2% | $6,412+22.0% | $5,651+38.4% |