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 | $119,422 | $85,766+39.2% | $136,294-12.4% | $70,131+70.3% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 26.50% | 31.45%-5.0pp | 5155.94%-5129.4pp | 73.14%-46.6pp |
| Employer contribution / active EE | $4,054 | $2,966+36.7% | $4,695-13.7% | $2,342+73.1% |
| Participant deferral / active EE | $8,749 | $5,051+73.2% | $6,247+40.0% | $3,332+162.6% |
| Admin fee / account holder | $2,833 | $5,420-47.7% | $9,243-69.4% | $4,645-39.0% |