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 | $147,589 | $72,012+105.0% | $185,823-20.6% | $79,858+84.8% |
| Participation rate | 80.4% | 65.8%+14.7pp | 78.0%+2.4pp | 69.6%+10.8pp |
| Annual return | 14.18% | 23.12%-8.9pp | 35.95%-21.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,539 | $1,965-21.7% | $4,087-62.4% | $2,471-37.7% |
| Participant deferral / active EE | $7,355 | $3,779+94.7% | $5,632+30.6% | $3,740+96.7% |
| Admin fee / account holder | $8,115 | $4,513+79.8% | $9,500-14.6% | $5,306+52.9% |