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 | $129,740 | $78,705+64.8% | $117,854+10.1% | $70,131+85.0% |
| Participation rate | 77.6% | 73.2%+4.4pp | 79.7%-2.0pp | 69.5%+8.1pp |
| Annual return | 16.48% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,947 | $2,223+77.5% | $3,786+4.3% | $2,342+68.5% |
| Participant deferral / active EE | $2,250 | $3,297-31.8% | $4,482-49.8% | $3,332-32.5% |
| Admin fee / account holder | $4,412 | $5,065-12.9% | $8,020-45.0% | $4,645-5.0% |