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 | $116,045 | $85,202+36.2% | $172,739-32.8% | $72,985+59.0% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 23.29% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,569 | $3,324-52.8% | $5,143-69.5% | $2,440-35.7% |
| Participant deferral / active EE | $4,951 | $3,260+51.9% | $5,198-4.7% | $3,607+37.3% |
| Admin fee / account holder | $1,056 | $5,884-82.1% | $13,954-92.4% | $5,124-79.4% |