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 | $138,144 | $74,927+84.4% | $101,794+35.7% | $84,808+62.9% |
| Participation rate | 71.2% | 61.4%+9.8pp | 69.2%+2.0pp | 68.3%+2.9pp |
| Annual return | 14.58% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,554 | $1,522+2.1% | $2,289-32.1% | $2,631-41.0% |
| Participant deferral / active EE | $7,511 | $3,099+142.4% | $4,084+83.9% | $4,212+78.4% |
| Admin fee / account holder | $29,116 | $6,514+347.0% | $8,777+231.7% | $7,344+296.5% |