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 | $101,792 | $85,766+18.7% | $136,294-25.3% | $70,131+45.1% |
| Participation rate | 73.8% | 74.2%-0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 14.62% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,651 | $2,966-44.3% | $4,695-64.8% | $2,342-29.5% |
| Participant deferral / active EE | $5,497 | $5,051+8.8% | $6,247-12.0% | $3,332+65.0% |
| Admin fee / account holder | $1,051 | $5,420-80.6% | $9,243-88.6% | $4,645-77.4% |