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 | $121,869 | $85,766+42.1% | $136,294-10.6% | $70,131+73.8% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 14.24% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,384 | $2,966-53.3% | $4,695-70.5% | $2,342-40.9% |
| Participant deferral / active EE | $6,484 | $5,051+28.4% | $6,247+3.8% | $3,332+94.6% |
| Admin fee / account holder | $37,134 | $5,420+585.1% | $9,243+301.7% | $4,645+699.4% |