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 | $154,008 | $93,571+64.6% | $135,903+13.3% | $75,163+104.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 19.57% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,976 | $3,537-15.9% | $4,856-38.7% | $2,670+11.5% |
| Participant deferral / active EE | $6,964 | $6,404+8.7% | $7,758-10.2% | $4,125+68.8% |
| Admin fee / account holder | $7,918 | $6,975+13.5% | $10,762-26.4% | $5,651+40.1% |