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 | $155,071 | $98,750+57.0% | $149,696+3.6% | $79,858+94.2% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.5%-7.1pp | 69.6%+5.8pp |
| Annual return | 15.09% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,827 | $3,216-12.1% | $4,644-39.1% | $2,471+14.4% |
| Participant deferral / active EE | $10,383 | $5,680+82.8% | $6,842+51.8% | $3,740+177.6% |
| Admin fee / account holder | $23,828 | $6,053+293.7% | $9,309+156.0% | $5,306+349.0% |