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 | $149,379 | $102,604+45.6% | $86,188+73.3% | $139,434+7.1% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.0%+7.5pp | 80.3%-3.8pp |
| Annual return | 16.75% | 1922.51%-1905.8pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,549 | $3,032-15.9% | $2,380+7.1% | $4,751-46.3% |
| Participant deferral / active EE | $6,233 | $4,676+33.3% | $3,985+56.4% | $6,710-7.1% |
| Admin fee / account holder | $2,579 | $8,657-70.2% | $6,852-62.4% | $11,403-77.4% |