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 | $117,016 | $89,355+31.0% | $141,162-17.1% | $72,985+60.3% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 26.17% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,109 | $3,114-32.3% | $4,735-55.5% | $2,440-13.6% |
| Participant deferral / active EE | $3,925 | $5,418-27.5% | $6,709-41.5% | $3,607+8.8% |
| Admin fee / account holder | $1,606 | $5,958-73.0% | $10,261-84.3% | $5,124-68.7% |