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 | $157,765 | $72,012+119.1% | $185,823-15.1% | $79,858+97.6% |
| Participation rate | 97.7% | 65.8%+31.9pp | 78.0%+19.6pp | 69.6%+28.0pp |
| Annual return | 14.55% | 23.12%-8.6pp | 35.95%-21.4pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,372 | $1,965+122.5% | $4,087+7.0% | $2,471+76.9% |
| Participant deferral / active EE | $6,894 | $3,779+82.4% | $5,632+22.4% | $3,740+84.3% |
| Admin fee / account holder | $1,901 | $4,513-57.9% | $9,500-80.0% | $5,306-64.2% |