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 | $129,097 | $85,766+50.5% | $136,294-5.3% | $70,131+84.1% |
| Participation rate | 94.4% | 74.2%+20.3pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 14.62% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $6,384 | $2,966+115.2% | $4,695+36.0% | $2,342+172.5% |
| Participant deferral / active EE | $6,050 | $5,051+19.8% | $6,247-3.2% | $3,332+81.6% |
| Admin fee / account holder | $11,093 | $5,420+104.6% | $9,243+20.0% | $4,645+138.8% |