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 | $142,173 | $85,766+65.8% | $136,294+4.3% | $70,131+102.7% |
| Participation rate | 82.6% | 74.2%+8.5pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 17.50% | 31.45%-14.0pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,402 | $2,966-52.7% | $4,695-70.1% | $2,342-40.2% |
| Participant deferral / active EE | $7,283 | $5,051+44.2% | $6,247+16.6% | $3,332+118.6% |
| Admin fee / account holder | $10,213 | $5,420+88.4% | $9,243+10.5% | $4,645+119.9% |