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 | $139,282 | $85,766+62.4% | $136,294+2.2% | $70,131+98.6% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 18.75% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,526 | $2,966-14.8% | $4,695-46.2% | $2,342+7.8% |
| Participant deferral / active EE | $8,185 | $5,051+62.0% | $6,247+31.0% | $3,332+145.7% |
| Admin fee / account holder | $1,660 | $5,420-69.4% | $9,243-82.0% | $4,645-64.3% |