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 | $141,837 | $85,766+65.4% | $136,294+4.1% | $70,131+102.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.14% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,558 | $2,966-13.8% | $4,695-45.5% | $2,342+9.2% |
| Participant deferral / active EE | $6,638 | $5,051+31.4% | $6,247+6.3% | $3,332+99.2% |
| Admin fee / account holder | $2,761 | $5,420-49.1% | $9,243-70.1% | $4,645-40.6% |