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 | $118,758 | $100,041+18.7% | $149,718-20.7% | $70,131+69.3% |
| Participation rate | 77.3% | 83.6%-6.3pp | 87.1%-9.8pp | 69.5%+7.7pp |
| Annual return | 18.31% | 27.43%-9.1pp | 1501.63%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,413 | $3,662-61.4% | $5,445-74.0% | $2,342-39.7% |
| Participant deferral / active EE | $5,202 | $4,983+4.4% | $6,569-20.8% | $3,332+56.1% |
| Admin fee / account holder | $3,931 | $8,286-52.6% | $11,283-65.2% | $4,645-15.4% |