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 | $155,152 | $81,460+90.5% | $103,333+50.1% | $80,856+91.9% |
| Participation rate | 79.3% | 66.8%+12.5pp | 74.5%+4.8pp | 67.6%+11.7pp |
| Annual return | 13.05% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $804 | $3,105-74.1% | $3,868-79.2% | $2,755-70.8% |
| Participant deferral / active EE | $7,574 | $3,869+95.8% | $5,057+49.8% | $4,296+76.3% |
| Admin fee / account holder | $11,611 | $6,566+76.8% | $8,355+39.0% | $6,918+67.8% |