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 | $109,260 | $85,766+27.4% | $136,294-19.8% | $70,131+55.8% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 21.69% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $4,422 | $2,966+49.1% | $4,695-5.8% | $2,342+88.8% |
| Participant deferral / active EE | $8,042 | $5,051+59.2% | $6,247+28.7% | $3,332+141.4% |
| Admin fee / account holder | $5,139 | $5,420-5.2% | $9,243-44.4% | $4,645+10.6% |