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 | $149,773 | $79,944+87.3% | $98,439+52.1% | $75,163+99.3% |
| Participation rate | 89.5% | 70.4%+19.1pp | 75.2%+14.3pp | 67.2%+22.3pp |
| Annual return | 16.83% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,671 | $2,264+62.2% | $3,048+20.5% | $2,670+37.5% |
| Participant deferral / active EE | $8,757 | $3,752+133.4% | $4,738+84.8% | $4,125+112.3% |
| Admin fee / account holder | $7,098 | $6,840+3.8% | $8,948-20.7% | $5,651+25.6% |