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 | $122,894 | $40,256+205.3% | $57,343+114.3% | $59,632+106.1% |
| Participation rate | 96.3% | 69.2%+27.1pp | 75.1%+21.2pp | 68.7%+27.6pp |
| Annual return | 2.21% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $2,144 | $1,922+11.6% | $2,689-20.2% | $2,203-2.6% |
| Participant deferral / active EE | $2,550 | $2,399+6.3% | $3,162-19.4% | $3,192-20.1% |
| Admin fee / account holder | $4,905 | $2,818+74.1% | $3,356+46.2% | $4,297+14.1% |