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 | $64,187 | $106,749-39.9% | $145,433-55.9% | $82,448-22.1% |
| Participation rate | 79.2% | 75.6%+3.6pp | 82.1%-2.9pp | 68.1%+11.2pp |
| Annual return | 15.10% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,645 | $3,444-23.2% | $4,554-41.9% | $2,551+3.7% |
| Participant deferral / active EE | $12,163 | $6,519+86.6% | $7,897+54.0% | $4,139+193.8% |
| Admin fee / account holder | $26,802 | $8,390+219.5% | $13,129+104.1% | $7,234+270.5% |