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 | $163,389 | $74,927+118.1% | $101,794+60.5% | $84,808+92.7% |
| Participation rate | 79.2% | 61.4%+17.8pp | 69.2%+10.0pp | 68.3%+10.9pp |
| Annual return | 16.07% | 18.70%-2.6pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,985 | $1,522+30.4% | $2,289-13.3% | $2,631-24.5% |
| Participant deferral / active EE | $5,439 | $3,099+75.5% | $4,084+33.2% | $4,212+29.1% |
| Admin fee / account holder | $5,693 | $6,514-12.6% | $8,777-35.1% | $7,344-22.5% |