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 | $83,949 | $60,124+39.6% | $90,404-7.1% | $79,858+5.1% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.3pp |
| Annual return | 17.56% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,072 | $2,068+0.2% | $3,262-36.5% | $2,471-16.1% |
| Participant deferral / active EE | $3,326 | $2,938+13.2% | $3,963-16.1% | $3,740-11.1% |
| Admin fee / account holder | $4,955 | $3,976+24.6% | $5,611-11.7% | $5,306-6.6% |