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 | $110,439 | $85,766+28.8% | $136,294-19.0% | $70,131+57.5% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 20.23% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,220 | $2,966-58.9% | $4,695-74.0% | $2,342-47.9% |
| Participant deferral / active EE | $5,638 | $5,051+11.6% | $6,247-9.8% | $3,332+69.2% |
| Admin fee / account holder | $3,014 | $5,420-44.4% | $9,243-67.4% | $4,645-35.1% |