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 | $67,244 | $48,795+37.8% | $65,493+2.7% | $84,808-20.7% |
| Participation rate | 72.7% | 67.0%+5.7pp | 73.1%-0.4pp | 68.3%+4.4pp |
| Annual return | 14.39% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,224 | $1,930+170.7% | $2,574+102.9% | $2,631+98.5% |
| Participant deferral / active EE | $6,265 | $2,928+113.9% | $3,961+58.2% | $4,212+48.7% |
| Admin fee / account holder | $15,322 | $3,877+295.2% | $5,028+204.7% | $7,344+108.6% |