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 | $125,359 | $80,717+55.3% | $154,803-19.0% | $84,808+47.8% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 16.53% | 37.96%-21.4pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,318 | $2,761+92.6% | $4,305+23.5% | $2,631+102.1% |
| Participant deferral / active EE | $5,918 | $3,303+79.2% | $5,540+6.8% | $4,212+40.5% |
| Admin fee / account holder | $28,602 | $6,746+324.0% | $14,329+99.6% | $7,344+289.5% |