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 | $69,815 | $45,152+54.6% | $73,843-5.5% | $59,632+17.1% |
| Participation rate | 84.8% | 64.0%+20.8pp | 73.4%+11.4pp | 68.7%+16.2pp |
| Annual return | 2.08% | 27.40%-25.3pp | 2267.84%-2265.8pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $1,800 | $1,902-5.3% | $2,787-35.4% | $2,203-18.3% |
| Participant deferral / active EE | $5,169 | $2,574+100.8% | $3,583+44.3% | $3,192+61.9% |
| Admin fee / account holder | $4,697 | $3,516+33.6% | $4,880-3.8% | $4,297+9.3% |