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 | $134,619 | $85,766+57.0% | $136,294-1.2% | $70,131+92.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 17.24% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,608 | $2,966-45.8% | $4,695-65.7% | $2,342-31.3% |
| Participant deferral / active EE | $3,171 | $5,051-37.2% | $6,247-49.2% | $3,332-4.8% |
| Admin fee / account holder | $3,211 | $5,420-40.8% | $9,243-65.3% | $4,645-30.9% |