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 | $113,330 | $85,766+32.1% | $136,294-16.8% | $70,131+61.6% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 16.68% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,247 | $2,966+9.5% | $4,695-30.9% | $2,342+38.6% |
| Participant deferral / active EE | $6,500 | $5,051+28.7% | $6,247+4.1% | $3,332+95.1% |
| Admin fee / account holder | $16,519 | $5,420+204.8% | $9,243+78.7% | $4,645+255.6% |