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 | $185,556 | $124,319+49.3% | $111,297+66.7% | $167,490+10.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 12.23% | 37.44%-25.2pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,655 | $3,435-51.8% | $2,731-39.4% | $4,837-65.8% |
| Participant deferral / active EE | $4,993 | $5,180-3.6% | $4,487+11.3% | $6,341-21.3% |
| Admin fee / account holder | $1,661 | $10,618-84.4% | $7,964-79.1% | $12,309-86.5% |