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 | $137,776 | $109,881+25.4% | $150,045-8.2% | $84,808+62.5% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 15.03% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,495 | $3,561+54.3% | $4,693+17.1% | $2,631+108.9% |
| Participant deferral / active EE | $8,906 | $6,636+34.2% | $7,997+11.4% | $4,212+111.5% |
| Admin fee / account holder | $1,833 | $8,568-78.6% | $13,435-86.4% | $7,344-75.0% |