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 | $116,134 | $89,355+30.0% | $141,162-17.7% | $72,985+59.1% |
| Participation rate | 72.0% | 75.1%-3.1pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 43.61% | 111.85%-68.2pp | 71.39%-27.8pp | 81.00%-37.4pp |
| Employer contribution / active EE | $5,129 | $3,114+64.7% | $4,735+8.3% | $2,440+110.2% |
| Participant deferral / active EE | $6,075 | $5,418+12.1% | $6,709-9.5% | $3,607+68.4% |
| Admin fee / account holder | $1,592 | $5,958-73.3% | $10,261-84.5% | $5,124-68.9% |