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 | $125,988 | $85,766+46.9% | $136,294-7.6% | $70,131+79.6% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 16.88% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $525 | $2,966-82.3% | $4,695-88.8% | $2,342-77.6% |
| Participant deferral / active EE | $5,901 | $5,051+16.8% | $6,247-5.5% | $3,332+77.1% |
| Admin fee / account holder | $19,159 | $5,420+253.5% | $9,243+107.3% | $4,645+312.4% |