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 | $165,572 | $103,376+60.2% | $87,100+90.1% | $152,861+8.3% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 20.56% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,774 | $3,220-44.9% | $2,521-29.6% | $4,762-62.7% |
| Participant deferral / active EE | $6,341 | $4,778+32.7% | $4,049+56.6% | $5,850+8.4% |
| Admin fee / account holder | $10,137 | $12,205-16.9% | $7,497+35.2% | $11,596-12.6% |