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 | $131,015 | $86,286+51.8% | $111,297+17.7% | $85,850+52.6% |
| Participation rate | 90.2% | 73.3%+16.9pp | 77.3%+12.9pp | 69.3%+20.9pp |
| Annual return | 12.02% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $6,816 | $2,043+233.6% | $2,731+149.6% | $2,565+165.7% |
| Participant deferral / active EE | $3,022 | $3,641-17.0% | $4,487-32.7% | $3,952-23.5% |
| Admin fee / account holder | $6,893 | $8,188-15.8% | $7,964-13.4% | $6,260+10.1% |