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 | $155,090 | $81,248+90.9% | $155,509-0.3% | $80,856+91.8% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.6%+23.5pp |
| Annual return | 12.84% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $6,129 | $3,100+97.7% | $4,672+31.2% | $2,755+122.5% |
| Participant deferral / active EE | $5,980 | $3,452+73.3% | $5,626+6.3% | $4,296+39.2% |
| Admin fee / account holder | $54,203 | $7,997+577.8% | $15,912+240.6% | $6,918+683.5% |