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 | $149,928 | $73,933+102.8% | $96,683+55.1% | $75,163+99.5% |
| Participation rate | 73.8% | 66.4%+7.4pp | 74.3%-0.5pp | 67.2%+6.6pp |
| Annual return | 17.28% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,793 | $2,928+29.6% | $3,737+1.5% | $2,670+42.1% |
| Participant deferral / active EE | $9,201 | $3,659+151.5% | $4,878+88.6% | $4,125+123.1% |
| Admin fee / account holder | $4,211 | $5,216-19.3% | $6,730-37.4% | $5,651-25.5% |