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 | $124,090 | $105,859+17.2% | $90,160+37.6% | $147,584-15.9% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 14.97% | 37.63%-22.7pp | 34.88%-19.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,591 | $4,126-61.4% | $3,318-52.1% | $4,876-67.4% |
| Participant deferral / active EE | $5,923 | $5,733+3.3% | $5,288+12.0% | $5,439+8.9% |
| Admin fee / account holder | $4,220 | $8,046-47.6% | $5,943-29.0% | $10,885-61.2% |