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 | $201,947 | $101,883+98.2% | $453,369-55.5% | $85,850+135.2% |
| Participation rate | 97.6% | 72.3%+25.3pp | 78.0%+19.6pp | 69.3%+28.2pp |
| Annual return | 11.76% | 25.38%-13.6pp | 64.40%-52.6pp | 318.53%-306.8pp |
| Employer contribution / active EE | $4,766 | $2,847+67.4% | $4,070+17.1% | $2,565+85.8% |
| Participant deferral / active EE | $4,106 | $4,782-14.1% | $6,209-33.9% | $3,952+3.9% |
| Admin fee / account holder | $5,393 | $5,706-5.5% | $11,209-51.9% | $6,260-13.8% |