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 | $151,019 | $109,413+38.0% | $156,263-3.4% | $84,808+78.1% |
| Participation rate | 94.1% | 72.7%+21.4pp | 78.9%+15.2pp | 68.3%+25.8pp |
| Annual return | 15.88% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,272 | $2,907-21.9% | $4,333-47.6% | $2,631-13.7% |
| Participant deferral / active EE | $5,586 | $4,590+21.7% | $6,158-9.3% | $4,212+32.6% |
| Admin fee / account holder | $2,545 | $9,357-72.8% | $14,255-82.1% | $7,344-65.3% |