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 | $123,131 | $85,766+43.6% | $136,294-9.7% | $70,131+75.6% |
| Participation rate | 74.7% | 74.2%+0.6pp | 81.9%-7.2pp | 69.5%+5.2pp |
| Annual return | 21.73% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $4,282 | $2,966+44.4% | $4,695-8.8% | $2,342+82.8% |
| Participant deferral / active EE | $11,051 | $5,051+118.8% | $6,247+76.9% | $3,332+231.7% |
| Admin fee / account holder | $5,058 | $5,420-6.7% | $9,243-45.3% | $4,645+8.9% |