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 | $130,820 | $57,354+128.1% | $83,848+56.0% | $64,186+103.8% |
| Participation rate | 82.6% | 68.6%+14.0pp | 76.1%+6.5pp | 69.6%+13.0pp |
| Annual return | 8.84% | 11.38%-2.5pp | 850.88%-842.0pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,203 | $2,545-13.5% | $3,631-39.3% | $2,381-7.5% |
| Participant deferral / active EE | $5,872 | $2,993+96.2% | $4,082+43.9% | $3,470+69.2% |
| Admin fee / account holder | $1,418 | $4,046-65.0% | $5,478-74.1% | $4,888-71.0% |