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 | $119,891 | $77,314+55.1% | $177,989-32.6% | $80,856+48.3% |
| Participation rate | 90.7% | 65.7%+25.0pp | 77.1%+13.6pp | 67.6%+23.0pp |
| Annual return | 19.76% | 18.09%+1.7pp | 294.48%-274.7pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,223 | $2,292-46.7% | $3,949-69.0% | $2,755-55.6% |
| Participant deferral / active EE | $4,797 | $4,411+8.8% | $6,276-23.6% | $4,296+11.7% |
| Admin fee / account holder | $2,091 | $7,191-70.9% | $10,363-79.8% | $6,918-69.8% |