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 | $127,790 | $85,766+49.0% | $136,294-6.2% | $70,131+82.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 15.02% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,082 | $2,966-29.8% | $4,695-55.7% | $2,342-11.1% |
| Participant deferral / active EE | $4,129 | $5,051-18.3% | $6,247-33.9% | $3,332+23.9% |
| Admin fee / account holder | $1,602 | $5,420-70.4% | $9,243-82.7% | $4,645-65.5% |