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 | $157,127 | $76,407+105.6% | $150,298+4.5% | $82,448+90.6% |
| Participation rate | 96.0% | 66.4%+29.6pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 15.34% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,668 | $2,614+116.8% | $4,154+36.4% | $2,551+122.2% |
| Participant deferral / active EE | $5,045 | $3,214+56.9% | $5,453-7.5% | $4,139+21.9% |
| Admin fee / account holder | $2,068 | $6,352-67.4% | $14,116-85.4% | $7,234-71.4% |