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 | $153,644 | $72,492+111.9% | $87,100+76.4% | $72,985+110.5% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+13.0pp | 69.5%+20.3pp |
| Annual return | 20.03% | 24.46%-4.4pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,545 | $1,894-18.4% | $2,521-38.7% | $2,440-36.7% |
| Participant deferral / active EE | $5,249 | $3,270+60.5% | $4,049+29.6% | $3,607+45.5% |
| Admin fee / account holder | $13,101 | $5,055+159.2% | $7,497+74.8% | $5,124+155.7% |