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 | $116,221 | $85,766+35.5% | $136,294-14.7% | $70,131+65.7% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 16.46% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $9,187 | $2,966+209.7% | $4,695+95.7% | $2,342+292.2% |
| Participant deferral / active EE | $5,293 | $5,051+4.8% | $6,247-15.3% | $3,332+58.9% |
| Admin fee / account holder | $5,225 | $5,420-3.6% | $9,243-43.5% | $4,645+12.5% |