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 | $153,521 | $110,261+39.2% | $95,745+60.3% | $139,434+10.1% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 15.09% | 27.11%-12.0pp | 28.35%-13.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,135 | $3,257-34.5% | $2,835-24.7% | $4,751-55.1% |
| Participant deferral / active EE | $5,684 | $4,676+21.6% | $4,245+33.9% | $6,710-15.3% |
| Admin fee / account holder | $12,221 | $6,613+84.8% | $5,678+115.2% | $11,403+7.2% |