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 | $154,561 | $70,428+119.5% | $96,562+60.1% | $85,850+80.0% |
| Participation rate | 81.6% | 61.8%+19.8pp | 69.8%+11.8pp | 69.3%+12.3pp |
| Annual return | 16.20% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,262 | $1,413-10.7% | $2,356-46.5% | $2,565-50.8% |
| Participant deferral / active EE | $5,056 | $2,894+74.7% | $3,849+31.4% | $3,952+27.9% |
| Admin fee / account holder | $7,152 | $4,997+43.1% | $6,181+15.7% | $6,260+14.2% |