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 | $139,057 | $85,766+62.1% | $136,294+2.0% | $70,131+98.3% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 18.24% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $8,988 | $2,966+203.0% | $4,695+91.4% | $2,342+283.7% |
| Participant deferral / active EE | $6,485 | $5,051+28.4% | $6,247+3.8% | $3,332+94.7% |
| Admin fee / account holder | $3,434 | $5,420-36.7% | $9,243-62.9% | $4,645-26.1% |