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 | $124,358 | $85,766+45.0% | $136,294-8.8% | $70,131+77.3% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 18.00% | 31.45%-13.5pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,226 | $2,966+8.8% | $4,695-31.3% | $2,342+37.7% |
| Participant deferral / active EE | $6,173 | $5,051+22.2% | $6,247-1.2% | $3,332+85.3% |
| Admin fee / account holder | $7,019 | $5,420+29.5% | $9,243-24.1% | $4,645+51.1% |