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 | $125,613 | $85,766+46.5% | $136,294-7.8% | $70,131+79.1% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 20.89% | 31.45%-10.6pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $3,280 | $2,966+10.6% | $4,695-30.1% | $2,342+40.0% |
| Participant deferral / active EE | $6,477 | $5,051+28.2% | $6,247+3.7% | $3,332+94.4% |
| Admin fee / account holder | $1,444 | $5,420-73.4% | $9,243-84.4% | $4,645-68.9% |