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 | $151,967 | $81,233+87.1% | $155,567-2.3% | $80,874+87.9% |
| Participation rate | 77.6% | 66.2%+11.4pp | 78.2%-0.6pp | 67.6%+10.0pp |
| Annual return | 13.41% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,814 | $3,101+23.0% | $4,674-18.4% | $2,756+38.4% |
| Participant deferral / active EE | $5,503 | $3,452+59.4% | $5,628-2.2% | $4,297+28.1% |
| Admin fee / account holder | $11,741 | $7,998+46.8% | $15,916-26.2% | $6,935+69.3% |