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 | $131,563 | $89,355+47.2% | $141,162-6.8% | $72,985+80.3% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.5%+13.4pp | 69.5%+26.3pp |
| Annual return | 29.19% | 111.85%-82.7pp | 71.39%-42.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $5,458 | $3,114+75.2% | $4,735+15.3% | $2,440+123.7% |
| Participant deferral / active EE | $10,023 | $5,418+85.0% | $6,709+49.4% | $3,607+177.8% |
| Admin fee / account holder | $3,475 | $5,958-41.7% | $10,261-66.1% | $5,124-32.2% |