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 | $136,743 | $89,355+53.0% | $141,162-3.1% | $72,985+87.4% |
| Participation rate | 82.2% | 75.1%+7.1pp | 82.5%-0.2pp | 69.5%+12.7pp |
| Annual return | 20.15% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $9,927 | $3,114+218.7% | $4,735+109.7% | $2,440+306.9% |
| Participant deferral / active EE | $3,215 | $5,418-40.7% | $6,709-52.1% | $3,607-10.9% |
| Admin fee / account holder | $3,200 | $5,958-46.3% | $10,261-68.8% | $5,124-37.5% |