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 | $148,036 | $67,606+119.0% | $82,313+79.8% | $70,131+111.1% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 15.01% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,581 | $1,755+104.1% | $2,428+47.5% | $2,342+52.9% |
| Participant deferral / active EE | $5,769 | $2,987+93.1% | $3,706+55.7% | $3,332+73.1% |
| Admin fee / account holder | $12,863 | $4,512+185.1% | $5,608+129.4% | $4,645+176.9% |