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 | $122,146 | $85,766+42.4% | $136,294-10.4% | $70,131+74.2% |
| Participation rate | 85.4% | 74.2%+11.2pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 19.37% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $753 | $2,966-74.6% | $4,695-84.0% | $2,342-67.9% |
| Participant deferral / active EE | $9,021 | $5,051+78.6% | $6,247+44.4% | $3,332+170.8% |
| Admin fee / account holder | $511 | $5,420-90.6% | $9,243-94.5% | $4,645-89.0% |