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 | $131,801 | $100,041+31.7% | $149,718-12.0% | $70,131+87.9% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 14.68% | 27.43%-12.7pp | 1501.63%-1486.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $3,004 | $3,662-18.0% | $5,445-44.8% | $2,342+28.2% |
| Participant deferral / active EE | $3,959 | $4,983-20.5% | $6,569-39.7% | $3,332+18.8% |
| Admin fee / account holder | $11,418 | $8,286+37.8% | $11,283+1.2% | $4,645+145.8% |