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 | $137,053 | $85,766+59.8% | $136,294+0.6% | $70,131+95.4% |
| Participation rate | 78.2% | 74.2%+4.0pp | 81.9%-3.7pp | 69.5%+8.6pp |
| Annual return | 17.66% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $737 | $2,966-75.1% | $4,695-84.3% | $2,342-68.5% |
| Participant deferral / active EE | $3,079 | $5,051-39.1% | $6,247-50.7% | $3,332-7.6% |
| Admin fee / account holder | $5,846 | $5,420+7.9% | $9,243-36.8% | $4,645+25.8% |