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 | $157,658 | $95,416+65.2% | $185,823-15.2% | $85,850+83.6% |
| Participation rate | 77.4% | 68.8%+8.7pp | 81.7%-4.3pp | 69.3%+8.1pp |
| Annual return | 19.25% | 23.59%-4.3pp | 122.05%-102.8pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,074 | $3,314-37.4% | $5,167-59.9% | $2,565-19.1% |
| Participant deferral / active EE | $3,975 | $3,423+16.1% | $5,568-28.6% | $3,952+0.6% |
| Admin fee / account holder | $749 | $7,213-89.6% | $16,237-95.4% | $6,260-88.0% |