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 | $125,953 | $86,286+46.0% | $111,297+13.2% | $85,850+46.7% |
| Participation rate | 88.0% | 73.3%+14.7pp | 77.3%+10.7pp | 69.3%+18.7pp |
| Annual return | 11.95% | 19.99%-8.0pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,763 | $2,043+35.2% | $2,731+1.2% | $2,565+7.7% |
| Participant deferral / active EE | $2,071 | $3,641-43.1% | $4,487-53.8% | $3,952-47.6% |
| Admin fee / account holder | $22,580 | $8,188+175.8% | $7,964+183.5% | $6,260+260.7% |