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 | $152,606 | $72,492+110.5% | $87,100+75.2% | $72,985+109.1% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 17.21% | 24.46%-7.2pp | 28.19%-11.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,626 | $1,894-14.1% | $2,521-35.5% | $2,440-33.4% |
| Participant deferral / active EE | $4,116 | $3,270+25.9% | $4,049+1.7% | $3,607+14.1% |
| Admin fee / account holder | $5,088 | $5,055+0.7% | $7,497-32.1% | $5,124-0.7% |