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 | $158,057 | $209,336-24.5% | $197,124-19.8% | $137,256+15.2% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 13.63% | 48.09%-34.5pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $8,578 | $6,591+30.2% | $6,227+37.7% | $4,156+106.4% |
| Participant deferral / active EE | $6,667 | $9,614-30.7% | $9,135-27.0% | $6,407+4.1% |
| Admin fee / account holder | $24,225 | $17,308+40.0% | $16,298+48.6% | $12,270+97.4% |