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 | $163,145 | $85,766+90.2% | $136,294+19.7% | $70,131+132.6% |
| Participation rate | 89.0% | 74.2%+14.9pp | 81.9%+7.1pp | 69.5%+19.5pp |
| Annual return | 17.71% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,630 | $2,966-11.3% | $4,695-44.0% | $2,342+12.3% |
| Participant deferral / active EE | $8,492 | $5,051+68.1% | $6,247+35.9% | $3,332+154.9% |
| Admin fee / account holder | $2,065 | $5,420-61.9% | $9,243-77.7% | $4,645-55.5% |