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 | $117,092 | $68,346+71.3% | $94,646+23.7% | $75,163+55.8% |
| Participation rate | 81.0% | 76.1%+4.8pp | 80.8%+0.1pp | 67.2%+13.8pp |
| Annual return | 21.32% | 616.93%-595.6pp | 156.71%-135.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,409 | $2,701-10.8% | $3,672-34.4% | $2,670-9.8% |
| Participant deferral / active EE | $7,273 | $6,537+11.2% | $7,418-2.0% | $4,125+76.3% |
| Admin fee / account holder | $4,605 | $5,326-13.5% | $7,231-36.3% | $5,651-18.5% |