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 | $122,853 | $85,202+44.2% | $172,739-28.9% | $72,985+68.3% |
| Participation rate | 70.2% | 70.1%+0.1pp | 82.6%-12.5pp | 69.5%+0.7pp |
| Annual return | 21.23% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,078 | $3,324-37.5% | $5,143-59.6% | $2,440-14.8% |
| Participant deferral / active EE | $4,418 | $3,260+35.5% | $5,198-15.0% | $3,607+22.5% |
| Admin fee / account holder | $6,448 | $5,884+9.6% | $13,954-53.8% | $5,124+25.8% |