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 | $121,838 | $83,477+46.0% | $125,175-2.7% | $72,985+66.9% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.3pp | 69.5%+28.6pp |
| Annual return | 73.50% | 25.78%+47.7pp | 43.79%+29.7pp | 81.00%-7.5pp |
| Employer contribution / active EE | $3,262 | $2,345+39.1% | $3,865-15.6% | $2,440+33.7% |
| Participant deferral / active EE | $3,781 | $3,585+5.5% | $4,937-23.4% | $3,607+4.8% |
| Admin fee / account holder | $9,745 | $5,517+76.6% | $9,702+0.4% | $5,124+90.2% |