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 | $138,124 | $65,041+112.4% | $90,951+51.9% | $79,858+73.0% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 15.37% | 30.45%-15.1pp | 134.60%-119.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,411 | $1,247+13.1% | $2,122-33.5% | $2,471-42.9% |
| Participant deferral / active EE | $3,625 | $2,512+44.3% | $3,373+7.5% | $3,740-3.1% |
| Admin fee / account holder | $895 | $4,536-80.3% | $5,959-85.0% | $5,306-83.1% |