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 | $78,292 | $85,766-8.7% | $136,294-42.6% | $70,131+11.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 19.38% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $4,593 | $2,966+54.9% | $4,695-2.2% | $2,342+96.1% |
| Participant deferral / active EE | $9,162 | $5,051+81.4% | $6,247+46.7% | $3,332+175.0% |
| Admin fee / account holder | $7,311 | $5,420+34.9% | $9,243-20.9% | $4,645+57.4% |