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 | $109,126 | $63,346+72.3% | $92,233+18.3% | $70,131+55.6% |
| Participation rate | 75.8% | 68.7%+7.1pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 14.84% | 530.12%-515.3pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,736 | $2,471+10.7% | $3,679-25.6% | $2,342+16.8% |
| Participant deferral / active EE | $5,618 | $2,854+96.9% | $3,897+44.2% | $3,332+68.6% |
| Admin fee / account holder | $1,495 | $3,840-61.1% | $5,194-71.2% | $4,645-67.8% |