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 | $129,906 | $47,479+173.6% | $62,929+106.4% | $82,448+57.6% |
| Participation rate | 95.1% | 66.9%+28.2pp | 73.1%+22.0pp | 68.1%+27.0pp |
| Annual return | 13.85% | 20.34%-6.5pp | 1063.93%-1050.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,694 | $1,885-10.2% | $2,505-32.4% | $2,551-33.6% |
| Participant deferral / active EE | $3,624 | $2,870+26.2% | $3,888-6.8% | $4,139-12.4% |
| Admin fee / account holder | $4,758 | $3,804+25.1% | $5,065-6.0% | $7,234-34.2% |