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 | $119,381 | $53,516+123.1% | $126,539-5.7% | $84,808+40.8% |
| Participation rate | 71.4% | 58.2%+13.2pp | 69.8%+1.6pp | 68.3%+3.1pp |
| Annual return | 20.10% | 58.34%-38.2pp | 425.95%-405.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,163 | $1,535-24.2% | $3,674-68.3% | $2,631-55.8% |
| Participant deferral / active EE | $3,641 | $2,671+36.4% | $4,083-10.8% | $4,212-13.5% |
| Admin fee / account holder | $2,884 | $4,497-35.9% | $6,065-52.4% | $7,344-60.7% |