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 | $179,929 | $80,717+122.9% | $154,803+16.2% | $84,808+112.2% |
| Participation rate | 78.0% | 66.8%+11.2pp | 78.1%0pp | 68.3%+9.7pp |
| Annual return | 18.66% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,797 | $2,761+1.3% | $4,305-35.0% | $2,631+6.3% |
| Participant deferral / active EE | $5,092 | $3,303+54.2% | $5,540-8.1% | $4,212+20.9% |
| Admin fee / account holder | $7,784 | $6,746+15.4% | $14,329-45.7% | $7,344+6.0% |