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 | $147,858 | $65,365+126.2% | $92,893+59.2% | $72,985+102.6% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 18.94% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,241 | $2,594+24.9% | $3,653-11.3% | $2,440+32.8% |
| Participant deferral / active EE | $7,759 | $3,128+148.0% | $4,236+83.2% | $3,607+115.1% |
| Admin fee / account holder | $1,225 | $4,251-71.2% | $5,794-78.9% | $5,124-76.1% |