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 | $128,366 | $78,705+63.1% | $117,854+8.9% | $70,131+83.0% |
| Participation rate | 72.7% | 73.2%-0.5pp | 79.7%-6.9pp | 69.5%+3.2pp |
| Annual return | 14.94% | 23.30%-8.4pp | 335.08%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,130 | $2,223-4.2% | $3,786-43.7% | $2,342-9.1% |
| Participant deferral / active EE | $6,561 | $3,297+99.0% | $4,482+46.4% | $3,332+96.9% |
| Admin fee / account holder | $19,571 | $5,065+286.4% | $8,020+144.0% | $4,645+321.3% |