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 | $155,861 | $46,869+232.5% | $122,332+27.4% | $70,131+122.2% |
| Participation rate | 94.6% | 58.2%+36.4pp | 71.6%+23.0pp | 69.5%+25.1pp |
| Annual return | 19.96% | 24.22%-4.3pp | 30.27%-10.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $4,308 | $1,288+234.6% | $4,050+6.4% | $2,342+83.9% |
| Participant deferral / active EE | $8,077 | $2,166+272.8% | $3,287+145.7% | $3,332+142.4% |
| Admin fee / account holder | $2,393 | $3,322-28.0% | $5,478-56.3% | $4,645-48.5% |