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 | $149,193 | $114,381+30.4% | $107,525+38.8% | $142,382+4.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 15.24% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,860 | $4,015-28.8% | $3,754-23.8% | $4,299-33.5% |
| Participant deferral / active EE | $6,718 | $5,564+20.7% | $5,116+31.3% | $6,507+3.2% |
| Admin fee / account holder | $17,074 | $9,860+73.2% | $8,919+91.4% | $12,624+35.3% |