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 | $124,224 | $85,766+44.8% | $136,294-8.9% | $70,131+77.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 17.38% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $4,403 | $2,966+48.4% | $4,695-6.2% | $2,342+88.0% |
| Participant deferral / active EE | $11,275 | $5,051+123.2% | $6,247+80.5% | $3,332+238.4% |
| Admin fee / account holder | $1,824 | $5,420-66.3% | $9,243-80.3% | $4,645-60.7% |