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 | $121,046 | $85,766+41.1% | $136,294-11.2% | $70,131+72.6% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 16.62% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,929 | $2,966-35.0% | $4,695-58.9% | $2,342-17.7% |
| Participant deferral / active EE | $3,682 | $5,051-27.1% | $6,247-41.1% | $3,332+10.5% |
| Admin fee / account holder | $662 | $5,420-87.8% | $9,243-92.8% | $4,645-85.8% |