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 | $139,184 | $109,881+26.7% | $150,045-7.2% | $84,808+64.1% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 77.51% | 28.25%+49.3pp | 62.55%+15.0pp | 40.90%+36.6pp |
| Employer contribution / active EE | $2,349 | $3,561-34.0% | $4,693-49.9% | $2,631-10.7% |
| Participant deferral / active EE | $5,646 | $6,636-14.9% | $7,997-29.4% | $4,212+34.1% |
| Admin fee / account holder | $2,518 | $8,568-70.6% | $13,435-81.3% | $7,344-65.7% |