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 | $107,858 | $54,705+97.2% | $71,209+51.5% | $84,808+27.2% |
| Participation rate | 70.4% | 64.1%+6.3pp | 73.8%-3.4pp | 68.3%+2.1pp |
| Annual return | 16.78% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,192 | $2,158-44.8% | $2,721-56.2% | $2,631-54.7% |
| Participant deferral / active EE | $3,765 | $3,030+24.2% | $4,175-9.8% | $4,212-10.6% |
| Admin fee / account holder | $6,219 | $4,863+27.9% | $5,349+16.3% | $7,344-15.3% |