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 | $155,677 | $54,762+184.3% | $90,281+72.4% | $72,985+113.3% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 17.31% | 30.63%-13.3pp | 78.10%-60.8pp | 81.00%-63.7pp |
| Employer contribution / active EE | $4,934 | $2,092+135.8% | $2,854+72.9% | $2,440+102.2% |
| Participant deferral / active EE | $2,979 | $2,887+3.2% | $3,885-23.3% | $3,607-17.4% |
| Admin fee / account holder | $12,484 | $3,972+214.3% | $5,351+133.3% | $5,124+143.6% |