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 | $155,774 | $81,460+91.2% | $103,333+50.7% | $80,856+92.7% |
| Participation rate | 98.1% | 66.8%+31.2pp | 74.5%+23.6pp | 67.6%+30.4pp |
| Annual return | 19.69% | 25.55%-5.9pp | 24.88%-5.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,408 | $3,105-22.4% | $3,868-37.7% | $2,755-12.6% |
| Participant deferral / active EE | $4,777 | $3,869+23.5% | $5,057-5.5% | $4,296+11.2% |
| Admin fee / account holder | $17,904 | $6,566+172.7% | $8,355+114.3% | $6,918+158.8% |