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 | $130,101 | $91,190+42.7% | $178,490-27.1% | $79,858+62.9% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.2pp | 69.6%+12.5pp |
| Annual return | 15.42% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,970 | $3,256-39.5% | $5,011-60.7% | $2,471-20.3% |
| Participant deferral / active EE | $3,788 | $3,236+17.1% | $5,202-27.2% | $3,740+1.3% |
| Admin fee / account holder | $12,989 | $6,751+92.4% | $13,984-7.1% | $5,306+144.8% |