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 | $123,002 | $85,766+43.4% | $136,294-9.8% | $70,131+75.4% |
| Participation rate | 91.8% | 74.2%+17.7pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 20.39% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,500 | $2,966-15.7% | $4,695-46.8% | $2,342+6.7% |
| Participant deferral / active EE | $5,317 | $5,051+5.3% | $6,247-14.9% | $3,332+59.6% |
| Admin fee / account holder | $10,247 | $5,420+89.0% | $9,243+10.9% | $4,645+120.6% |