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 | $141,878 | $72,277+96.3% | $101,248+40.1% | $79,858+77.7% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 17.13% | 22.30%-5.2pp | 46.47%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,971 | $2,692-26.8% | $3,660-46.1% | $2,471-20.2% |
| Participant deferral / active EE | $3,015 | $3,282-8.1% | $4,370-31.0% | $3,740-19.4% |
| Admin fee / account holder | $2,720 | $4,400-38.2% | $5,945-54.3% | $5,306-48.7% |