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 | $49,156 | $25,014+96.5% | $69,647-29.4% | $80,856-39.2% |
| Participation rate | 86.8% | 64.2%+22.5pp | 66.5%+20.3pp | 67.6%+19.1pp |
| Annual return | 18.39% | 19.07%-0.7pp | 100.48%-82.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,719 | $993+173.8% | $1,712+58.8% | $2,755-1.3% |
| Participant deferral / active EE | $4,337 | $1,839+135.8% | $2,886+50.3% | $4,296+0.9% |
| Admin fee / account holder | $6,239 | $2,488+150.8% | $4,713+32.4% | $6,918-9.8% |