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 | $123,167 | $84,233+46.2% | $170,442-27.7% | $70,131+75.6% |
| Participation rate | 97.5% | 70.8%+26.7pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 19.71% | 23.06%-3.4pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,137 | $3,387-7.4% | $5,433-42.3% | $2,342+33.9% |
| Participant deferral / active EE | $4,940 | $3,086+60.1% | $4,9390% | $3,332+48.3% |
| Admin fee / account holder | $2,330 | $5,698-59.1% | $13,880-83.2% | $4,645-49.8% |