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 | $163,287 | $89,753+81.9% | $107,525+51.9% | $84,808+92.5% |
| Participation rate | 95.6% | 68.1%+27.5pp | 75.1%+20.5pp | 68.3%+27.2pp |
| Annual return | 14.97% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,163 | $3,113+1.6% | $3,754-15.7% | $2,631+20.2% |
| Participant deferral / active EE | $4,932 | $4,056+21.6% | $5,116-3.6% | $4,212+17.1% |
| Admin fee / account holder | $2,704 | $7,222-62.6% | $8,919-69.7% | $7,344-63.2% |