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 | $156,352 | $72,492+115.7% | $87,100+79.5% | $72,985+114.2% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 17.12% | 24.46%-7.3pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $997 | $1,894-47.4% | $2,521-60.5% | $2,440-59.2% |
| Participant deferral / active EE | $4,561 | $3,270+39.5% | $4,049+12.7% | $3,607+26.4% |
| Admin fee / account holder | $3,532 | $5,055-30.1% | $7,497-52.9% | $5,124-31.1% |