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 | $135,866 | $58,208+133.4% | $81,812+66.1% | $80,856+68.0% |
| Participation rate | 89.2% | 63.4%+25.8pp | 72.3%+16.9pp | 67.6%+21.6pp |
| Annual return | 14.47% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,625 | $2,340-30.6% | $2,912-44.2% | $2,755-41.0% |
| Participant deferral / active EE | $5,059 | $3,281+54.2% | $4,319+17.2% | $4,296+17.8% |
| Admin fee / account holder | $3,836 | $4,981-23.0% | $7,386-48.1% | $6,918-44.6% |