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 | $117,040 | $85,766+36.5% | $136,294-14.1% | $70,131+66.9% |
| Participation rate | 77.1% | 74.2%+2.9pp | 81.9%-4.8pp | 69.5%+7.5pp |
| Annual return | 19.65% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $3,129 | $2,966+5.5% | $4,695-33.4% | $2,342+33.6% |
| Participant deferral / active EE | $7,565 | $5,051+49.8% | $6,247+21.1% | $3,332+127.0% |
| Admin fee / account holder | $8,149 | $5,420+50.3% | $9,243-11.8% | $4,645+75.4% |