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 | $84,931 | $85,766-1.0% | $136,294-37.7% | $70,131+21.1% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | 25.96% | 31.45%-5.5pp | 5155.94%-5130.0pp | 73.14%-47.2pp |
| Employer contribution / active EE | $1,922 | $2,966-35.2% | $4,695-59.1% | $2,342-18.0% |
| Participant deferral / active EE | $6,760 | $5,051+33.8% | $6,247+8.2% | $3,332+102.9% |
| Admin fee / account holder | $3,169 | $5,420-41.5% | $9,243-65.7% | $4,645-31.8% |