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 | $138,652 | $59,101+134.6% | $77,163+79.7% | $75,163+84.5% |
| Participation rate | 77.6% | 63.9%+13.7pp | 69.6%+8.0pp | 67.2%+10.4pp |
| Annual return | 17.11% | 26.71%-9.6pp | 37.87%-20.8pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,353 | $1,995+17.9% | $2,535-7.2% | $2,670-11.9% |
| Participant deferral / active EE | $5,867 | $2,999+95.6% | $3,833+53.1% | $4,125+42.2% |
| Admin fee / account holder | $2,613 | $4,774-45.3% | $5,472-52.2% | $5,651-53.8% |