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 | $127,621 | $85,766+48.8% | $136,294-6.4% | $70,131+82.0% |
| Participation rate | 77.4% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 19.56% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,746 | $2,966-41.1% | $4,695-62.8% | $2,342-25.5% |
| Participant deferral / active EE | $5,409 | $5,051+7.1% | $6,247-13.4% | $3,332+62.3% |
| Admin fee / account holder | $1,402 | $5,420-74.1% | $9,243-84.8% | $4,645-69.8% |