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 | $123,818 | $85,766+44.4% | $136,294-9.2% | $70,131+76.6% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 22.28% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $6,181 | $2,966+108.4% | $4,695+31.6% | $2,342+163.9% |
| Participant deferral / active EE | $11,056 | $5,051+118.9% | $6,247+77.0% | $3,332+231.9% |
| Admin fee / account holder | $3,426 | $5,420-36.8% | $9,243-62.9% | $4,645-26.3% |