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 | $114,021 | $80,717+41.3% | $154,803-26.3% | $84,808+34.4% |
| Participation rate | 77.2% | 66.8%+10.4pp | 78.1%-0.9pp | 68.3%+8.9pp |
| Annual return | 19.08% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $5,659 | $2,761+104.9% | $4,305+31.4% | $2,631+115.1% |
| Participant deferral / active EE | $5,203 | $3,303+57.5% | $5,540-6.1% | $4,212+23.5% |
| Admin fee / account holder | $3,321 | $6,746-50.8% | $14,329-76.8% | $7,344-54.8% |