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 | $153,264 | $110,257+39.0% | $96,544+58.8% | $139,434+9.9% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 16.26% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,255 | $3,620-37.7% | $2,965-23.9% | $4,751-52.5% |
| Participant deferral / active EE | $5,819 | $5,548+4.9% | $4,851+20.0% | $6,710-13.3% |
| Admin fee / account holder | $6,606 | $11,591-43.0% | $8,252-19.9% | $11,403-42.1% |