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 | $150,703 | $100,773+49.5% | $88,946+69.4% | $142,382+5.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 16.41% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,321 | $2,918-20.4% | $2,555-9.1% | $4,299-46.0% |
| Participant deferral / active EE | $8,739 | $5,230+67.1% | $4,581+90.8% | $6,507+34.3% |
| Admin fee / account holder | $3,286 | $9,693-66.1% | $8,261-60.2% | $12,624-74.0% |