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 | $94,146 | $85,766+9.8% | $136,294-30.9% | $70,131+34.2% |
| Participation rate | 86.4% | 74.2%+12.3pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 20.61% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,515 | $2,966-15.2% | $4,695-46.4% | $2,342+7.4% |
| Participant deferral / active EE | $9,546 | $5,051+89.0% | $6,247+52.8% | $3,332+186.5% |
| Admin fee / account holder | $7,377 | $5,420+36.1% | $9,243-20.2% | $4,645+58.8% |