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 | $135,176 | $85,766+57.6% | $136,294-0.8% | $70,131+92.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 22.54% | 31.45%-8.9pp | 5155.94%-5133.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,475 | $2,966-16.5% | $4,695-47.3% | $2,342+5.7% |
| Participant deferral / active EE | $5,308 | $5,051+5.1% | $6,247-15.0% | $3,332+59.3% |
| Admin fee / account holder | $8,951 | $5,420+65.1% | $9,243-3.2% | $4,645+92.7% |