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 | $136,389 | $85,202+60.1% | $172,739-21.0% | $72,985+86.9% |
| Participation rate | 82.8% | 70.1%+12.8pp | 82.6%+0.2pp | 69.5%+13.3pp |
| Annual return | 22.58% | 27.32%-4.7pp | 802.84%-780.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,178 | $3,324+55.8% | $5,143+0.7% | $2,440+112.2% |
| Participant deferral / active EE | $8,448 | $3,260+159.1% | $5,198+62.5% | $3,607+134.2% |
| Admin fee / account holder | $4,550 | $5,884-22.7% | $13,954-67.4% | $5,124-11.2% |