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 | $158,633 | $77,899+103.6% | $149,673+6.0% | $75,163+111.1% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 19.91% | 31.72%-11.8pp | 134.42%-114.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,474 | $3,137-21.1% | $4,818-48.7% | $2,670-7.3% |
| Participant deferral / active EE | $6,815 | $3,411+99.8% | $5,680+20.0% | $4,125+65.2% |
| Admin fee / account holder | $3,587 | $5,956-39.8% | $13,210-72.8% | $5,651-36.5% |