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 | $125,341 | $85,766+46.1% | $136,294-8.0% | $70,131+78.7% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 21.62% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,497 | $2,966-49.5% | $4,695-68.1% | $2,342-36.1% |
| Participant deferral / active EE | $6,213 | $5,051+23.0% | $6,247-0.5% | $3,332+86.5% |
| Admin fee / account holder | $15,596 | $5,420+187.7% | $9,243+68.7% | $4,645+235.7% |