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 | $152,372 | $72,277+110.8% | $101,248+50.5% | $79,858+90.8% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | 20.18% | 22.30%-2.1pp | 46.47%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $6,286 | $2,692+133.5% | $3,660+71.8% | $2,471+154.4% |
| Participant deferral / active EE | $4,304 | $3,282+31.1% | $4,370-1.5% | $3,740+15.1% |
| Admin fee / account holder | $3,492 | $4,400-20.6% | $5,945-41.3% | $5,306-34.2% |