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 | $159,218 | $65,365+143.6% | $92,893+71.4% | $72,985+118.2% |
| Participation rate | 97.9% | 68.3%+29.6pp | 76.0%+21.9pp | 69.5%+28.4pp |
| Annual return | 19.72% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $940 | $2,594-63.8% | $3,653-74.3% | $2,440-61.5% |
| Participant deferral / active EE | $3,438 | $3,128+9.9% | $4,236-18.8% | $3,607-4.7% |
| Admin fee / account holder | $5,486 | $4,251+29.0% | $5,794-5.3% | $5,124+7.1% |