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 | $138,871 | $89,355+55.4% | $141,162-1.6% | $72,985+90.3% |
| Participation rate | 77.1% | 75.1%+2.0pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 23.54% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $4,632 | $3,114+48.7% | $4,735-2.2% | $2,440+89.8% |
| Participant deferral / active EE | $9,266 | $5,418+71.0% | $6,709+38.1% | $3,607+156.8% |
| Admin fee / account holder | $2,427 | $5,958-59.3% | $10,261-76.4% | $5,124-52.6% |