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 | $111,686 | $89,355+25.0% | $141,162-20.9% | $72,985+53.0% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 25.92% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $3,328 | $3,114+6.9% | $4,735-29.7% | $2,440+36.4% |
| Participant deferral / active EE | $8,087 | $5,418+49.3% | $6,709+20.5% | $3,607+124.2% |
| Admin fee / account holder | $1,306 | $5,958-78.1% | $10,261-87.3% | $5,124-74.5% |