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 | $155,153 | $94,031+65.0% | $115,768+34.0% | $82,448+88.2% |
| Participation rate | 92.6% | 70.4%+22.2pp | 74.4%+18.2pp | 68.1%+24.5pp |
| Annual return | 15.37% | 20.61%-5.2pp | 100.46%-85.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,983 | $2,323+28.4% | $2,940+1.5% | $2,551+16.9% |
| Participant deferral / active EE | $4,183 | $3,972+5.3% | $4,917-14.9% | $4,139+1.1% |
| Admin fee / account holder | $10,671 | $10,249+4.1% | $12,439-14.2% | $7,234+47.5% |