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 | $120,285 | $81,208+48.1% | $98,907+21.6% | $79,858+50.6% |
| Participation rate | 87.5% | 72.5%+15.0pp | 76.0%+11.5pp | 69.6%+17.9pp |
| Annual return | 13.52% | 60.99%-47.5pp | 196.43%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,814 | $1,960-7.4% | $2,689-32.5% | $2,471-26.6% |
| Participant deferral / active EE | $5,591 | $3,265+71.2% | $4,244+31.7% | $3,740+49.5% |
| Admin fee / account holder | $2,724 | $6,013-54.7% | $6,642-59.0% | $5,306-48.7% |