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 | $100,175 | $56,053+78.7% | $75,972+31.9% | $80,856+23.9% |
| Participation rate | 70.4% | 62.0%+8.3pp | 69.1%+1.3pp | 67.6%+2.7pp |
| Annual return | 13.00% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,521 | $1,874-18.9% | $2,685-43.4% | $2,755-44.8% |
| Participant deferral / active EE | $6,664 | $3,052+118.4% | $4,255+56.6% | $4,296+55.1% |
| Admin fee / account holder | $2,073 | $5,234-60.4% | $6,467-68.0% | $6,918-70.0% |