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 | $121,097 | $85,766+41.2% | $136,294-11.1% | $70,131+72.7% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 19.19% | 31.45%-12.3pp | 5155.94%-5136.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,077 | $2,966-63.7% | $4,695-77.1% | $2,342-54.0% |
| Participant deferral / active EE | $6,015 | $5,051+19.1% | $6,247-3.7% | $3,332+80.5% |
| Admin fee / account holder | $1,718 | $5,420-68.3% | $9,243-81.4% | $4,645-63.0% |