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 | $127,309 | $63,346+101.0% | $92,233+38.0% | $70,131+81.5% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 15.44% | 530.12%-514.7pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,618 | $2,471-34.5% | $3,679-56.0% | $2,342-30.9% |
| Participant deferral / active EE | $3,689 | $2,854+29.3% | $3,897-5.3% | $3,332+10.7% |
| Admin fee / account holder | $3,700 | $3,840-3.6% | $5,194-28.8% | $4,645-20.3% |