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 | $78,536 | $85,766-8.4% | $136,294-42.4% | $70,131+12.0% |
| Participation rate | 84.4% | 74.2%+10.3pp | 81.9%+2.5pp | 69.5%+14.9pp |
| Annual return | 18.46% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,678 | $2,966+24.0% | $4,695-21.7% | $2,342+57.0% |
| Participant deferral / active EE | $6,559 | $5,051+29.8% | $6,247+5.0% | $3,332+96.9% |
| Admin fee / account holder | $5,947 | $5,420+9.7% | $9,243-35.7% | $4,645+28.0% |