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 | $150,609 | $64,324+134.1% | $118,925+26.6% | $79,858+88.6% |
| Participation rate | 73.3% | 64.9%+8.5pp | 75.4%-2.0pp | 69.6%+3.7pp |
| Annual return | 26.23% | 86.45%-60.2pp | 35.88%-9.7pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,934 | $1,836+5.3% | $3,263-40.7% | $2,471-21.7% |
| Participant deferral / active EE | $3,370 | $2,824+19.3% | $4,265-21.0% | $3,740-9.9% |
| Admin fee / account holder | $1,973 | $4,040-51.2% | $6,581-70.0% | $5,306-62.8% |