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 | $129,103 | $85,202+51.5% | $172,739-25.3% | $72,985+76.9% |
| Participation rate | 83.9% | 70.1%+13.8pp | 82.6%+1.2pp | 69.5%+14.4pp |
| Annual return | 24.10% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $4,039 | $3,324+21.5% | $5,143-21.5% | $2,440+65.5% |
| Participant deferral / active EE | $8,938 | $3,260+174.1% | $5,198+72.0% | $3,607+147.8% |
| Admin fee / account holder | $3,532 | $5,884-40.0% | $13,954-74.7% | $5,124-31.1% |