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 | $105,410 | $81,208+29.8% | $98,907+6.6% | $79,858+32.0% |
| Participation rate | 81.7% | 72.5%+9.2pp | 76.0%+5.7pp | 69.6%+12.1pp |
| Annual return | 17.82% | 60.99%-43.2pp | 196.43%-178.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,460 | $1,960-25.5% | $2,689-45.7% | $2,471-40.9% |
| Participant deferral / active EE | $3,124 | $3,265-4.3% | $4,244-26.4% | $3,740-16.5% |
| Admin fee / account holder | $4,825 | $6,013-19.7% | $6,642-27.3% | $5,306-9.1% |