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 | $171,713 | $77,899+120.4% | $149,673+14.7% | $75,163+128.5% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 15.66% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,932 | $3,137-6.5% | $4,818-39.1% | $2,670+9.8% |
| Participant deferral / active EE | $5,817 | $3,411+70.5% | $5,680+2.4% | $4,125+41.0% |
| Admin fee / account holder | $7,575 | $5,956+27.2% | $13,210-42.7% | $5,651+34.0% |