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 8-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 | $114,820 | $85,766+33.9% | $136,294-15.8% | $70,131+63.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 15.59% | 31.45%-15.9pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,868 | $2,966-37.0% | $4,695-60.2% | $2,342-20.2% |
| Participant deferral / active EE | $5,634 | $5,051+11.5% | $6,247-9.8% | $3,332+69.1% |
| Admin fee / account holder | $7,117 | $5,420+31.3% | $9,243-23.0% | $4,645+53.2% |