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 | $125,968 | $53,822+134.0% | $75,696+66.4% | $85,850+46.7% |
| Participation rate | 75.6% | 69.1%+6.5pp | 74.8%+0.7pp | 69.3%+6.3pp |
| Annual return | 15.60% | 24.54%-8.9pp | 104.53%-88.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,769 | $2,017-12.3% | $2,743-35.5% | $2,565-31.0% |
| Participant deferral / active EE | $3,820 | $2,895+32.0% | $3,8210% | $3,952-3.3% |
| Admin fee / account holder | $19,302 | $3,343+477.4% | $3,619+433.3% | $6,260+208.3% |