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 | $121,816 | $85,766+42.0% | $136,294-10.6% | $70,131+73.7% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 26.80% | 31.45%-4.7pp | 5155.94%-5129.1pp | 73.14%-46.3pp |
| Employer contribution / active EE | $2,639 | $2,966-11.0% | $4,695-43.8% | $2,342+12.7% |
| Participant deferral / active EE | $9,120 | $5,051+80.5% | $6,247+46.0% | $3,332+173.7% |
| Admin fee / account holder | $733 | $5,420-86.5% | $9,243-92.1% | $4,645-84.2% |