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 | $107,994 | $100,041+7.9% | $149,718-27.9% | $70,131+54.0% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.1%-3.1pp | 69.5%+14.5pp |
| Annual return | 15.80% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,058 | $3,662-16.5% | $5,445-43.8% | $2,342+30.5% |
| Participant deferral / active EE | $8,475 | $4,983+70.1% | $6,569+29.0% | $3,332+154.4% |
| Admin fee / account holder | $17,404 | $8,286+110.0% | $11,283+54.3% | $4,645+274.7% |