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 | $130,781 | $53,127+146.2% | $86,590+51.0% | $70,131+86.5% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 15.51% | 27.66%-12.1pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $5,951 | $2,068+187.7% | $2,839+109.6% | $2,342+154.1% |
| Participant deferral / active EE | $2,949 | $2,696+9.4% | $3,609-18.3% | $3,332-11.5% |
| Admin fee / account holder | $19,491 | $3,585+443.6% | $4,906+297.3% | $4,645+319.6% |