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 | $136,914 | $85,202+60.7% | $172,739-20.7% | $72,985+87.6% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 25.32% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,313 | $3,324-0.3% | $5,143-35.6% | $2,440+35.8% |
| Participant deferral / active EE | $5,254 | $3,260+61.2% | $5,198+1.1% | $3,607+45.6% |
| Admin fee / account holder | $593 | $5,884-89.9% | $13,954-95.7% | $5,124-88.4% |