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 | $122,496 | $53,127+130.6% | $86,590+41.5% | $70,131+74.7% |
| Participation rate | 85.9% | 65.3%+20.6pp | 73.5%+12.3pp | 69.5%+16.4pp |
| Annual return | 14.30% | 27.66%-13.4pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,570 | $2,068-24.1% | $2,839-44.7% | $2,342-33.0% |
| Participant deferral / active EE | $3,371 | $2,696+25.0% | $3,609-6.6% | $3,332+1.2% |
| Admin fee / account holder | $2,803 | $3,585-21.8% | $4,906-42.9% | $4,645-39.7% |