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 | $138,608 | $77,314+79.3% | $177,989-22.1% | $80,856+71.4% |
| Participation rate | 92.5% | 65.7%+26.8pp | 77.1%+15.4pp | 67.6%+24.9pp |
| Annual return | 11.32% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,046 | $2,292-10.7% | $3,949-48.2% | $2,755-25.7% |
| Participant deferral / active EE | $4,214 | $4,411-4.5% | $6,276-32.9% | $4,296-1.9% |
| Admin fee / account holder | $5,228 | $7,191-27.3% | $10,363-49.5% | $6,918-24.4% |