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 | $124,357 | $89,355+39.2% | $141,162-11.9% | $72,985+70.4% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.8pp | 69.5%+23.7pp |
| Annual return | 27.47% | 111.85%-84.4pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,896 | $3,114-7.0% | $4,735-38.8% | $2,440+18.7% |
| Participant deferral / active EE | $11,717 | $5,418+116.3% | $6,709+74.6% | $3,607+224.8% |
| Admin fee / account holder | $1,793 | $5,958-69.9% | $10,261-82.5% | $5,124-65.0% |