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 | $88,572 | $57,281+54.6% | $86,612+2.3% | $75,163+17.8% |
| Participation rate | 95.2% | 63.2%+32.0pp | 71.7%+23.5pp | 67.2%+28.0pp |
| Annual return | 15.26% | 2670.75%-2655.5pp | 591.07%-575.8pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,381 | $2,314-40.3% | $3,022-54.3% | $2,670-48.3% |
| Participant deferral / active EE | $2,504 | $3,318-24.5% | $4,438-43.6% | $4,125-39.3% |
| Admin fee / account holder | $5,340 | $4,112+29.9% | $5,614-4.9% | $5,651-5.5% |