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 | $136,586 | $91,190+49.8% | $178,490-23.5% | $79,858+71.0% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 10.78% | 24.19%-13.4pp | 151.07%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,071 | $3,256-36.4% | $5,011-58.7% | $2,471-16.2% |
| Participant deferral / active EE | $4,396 | $3,236+35.8% | $5,202-15.5% | $3,740+17.5% |
| Admin fee / account holder | $56,443 | $6,751+736.1% | $13,984+303.6% | $5,306+963.7% |