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 | $121,866 | $65,041+87.4% | $90,951+34.0% | $79,858+52.6% |
| Participation rate | 94.3% | 61.6%+32.7pp | 69.0%+25.3pp | 69.6%+24.7pp |
| Annual return | 19.39% | 30.45%-11.1pp | 134.60%-115.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,082 | $1,247+66.9% | $2,122-1.9% | $2,471-15.8% |
| Participant deferral / active EE | $4,091 | $2,512+62.9% | $3,373+21.3% | $3,740+9.4% |
| Admin fee / account holder | $2,135 | $4,536-52.9% | $5,959-64.2% | $5,306-59.8% |