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 | $156,269 | $118,450+31.9% | $98,439+58.7% | $139,434+12.1% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 16.30% | 18.94%-2.6pp | 21.16%-4.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,286 | $3,609+18.7% | $3,048+40.6% | $4,751-9.8% |
| Participant deferral / active EE | $2,895 | $5,392-46.3% | $4,738-38.9% | $6,710-56.9% |
| Admin fee / account holder | $5,733 | $14,026-59.1% | $8,948-35.9% | $11,403-49.7% |