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 | $116,380 | $68,097+70.9% | $62,929+84.9% | $137,256-15.2% |
| Participation rate | 76.5% | 77.4%-1.0pp | 73.1%+3.4pp | 80.0%-3.5pp |
| Annual return | 15.10% | 1859.11%-1844.0pp | 1063.93%-1048.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,499 | $2,811-46.7% | $2,505-40.1% | $4,156-63.9% |
| Participant deferral / active EE | $4,850 | $4,553+6.5% | $3,888+24.7% | $6,407-24.3% |
| Admin fee / account holder | $2,345 | $6,521-64.0% | $5,065-53.7% | $12,270-80.9% |