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 | $77,512 | $59,101+31.2% | $77,163+0.5% | $75,163+3.1% |
| Participation rate | 97.9% | 63.9%+34.1pp | 69.6%+28.3pp | 67.2%+30.7pp |
| Annual return | 15.50% | 26.71%-11.2pp | 37.87%-22.4pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,189 | $1,995+9.7% | $2,535-13.6% | $2,670-18.0% |
| Participant deferral / active EE | $4,621 | $2,999+54.1% | $3,833+20.6% | $4,125+12.0% |
| Admin fee / account holder | $3,475 | $4,774-27.2% | $5,472-36.5% | $5,651-38.5% |