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 | $127,413 | $85,766+48.6% | $136,294-6.5% | $70,131+81.7% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 17.51% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,380 | $2,966-19.7% | $4,695-49.3% | $2,342+1.6% |
| Participant deferral / active EE | $6,767 | $5,051+34.0% | $6,247+8.3% | $3,332+103.1% |
| Admin fee / account holder | $3,019 | $5,420-44.3% | $9,243-67.3% | $4,645-35.0% |