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 | $121,896 | $53,822+126.5% | $75,696+61.0% | $85,850+42.0% |
| Participation rate | 75.0% | 69.1%+5.9pp | 74.8%+0.2pp | 69.3%+5.7pp |
| Annual return | 15.05% | 24.54%-9.5pp | 104.53%-89.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $4,086 | $2,017+102.6% | $2,743+49.0% | $2,565+59.3% |
| Participant deferral / active EE | $7,718 | $2,895+166.6% | $3,821+102.0% | $3,952+95.3% |
| Admin fee / account holder | $10,447 | $3,343+212.5% | $3,619+188.7% | $6,260+66.9% |