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 | $100,209 | $85,766+16.8% | $136,294-26.5% | $70,131+42.9% |
| Participation rate | 76.7% | 74.2%+2.5pp | 81.9%-5.3pp | 69.5%+7.1pp |
| Annual return | 24.72% | 31.45%-6.7pp | 5155.94%-5131.2pp | 73.14%-48.4pp |
| Employer contribution / active EE | $2,169 | $2,966-26.9% | $4,695-53.8% | $2,342-7.4% |
| Participant deferral / active EE | $11,129 | $5,051+120.3% | $6,247+78.2% | $3,332+234.0% |
| Admin fee / account holder | $6,331 | $5,420+16.8% | $9,243-31.5% | $4,645+36.3% |