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 | $100,948 | $85,766+17.7% | $136,294-25.9% | $70,131+43.9% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 22.23% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $3,435 | $2,966+15.8% | $4,695-26.8% | $2,342+46.6% |
| Participant deferral / active EE | $5,071 | $5,051+0.4% | $6,247-18.8% | $3,332+52.2% |
| Admin fee / account holder | $19,813 | $5,420+265.5% | $9,243+114.3% | $4,645+326.5% |