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 | $113,524 | $85,766+32.4% | $136,294-16.7% | $70,131+61.9% |
| Participation rate | 97.6% | 74.2%+23.5pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 17.16% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,956 | $2,966+67.1% | $4,695+5.5% | $2,342+111.6% |
| Participant deferral / active EE | $4,472 | $5,051-11.5% | $6,247-28.4% | $3,332+34.2% |
| Admin fee / account holder | $6,082 | $5,420+12.2% | $9,243-34.2% | $4,645+30.9% |