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 | $114,482 | $85,766+33.5% | $136,294-16.0% | $70,131+63.2% |
| Participation rate | 79.4% | 74.2%+5.2pp | 81.9%-2.6pp | 69.5%+9.8pp |
| Annual return | 19.90% | 31.45%-11.6pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $3,653 | $2,966+23.2% | $4,695-22.2% | $2,342+55.9% |
| Participant deferral / active EE | $10,248 | $5,051+102.9% | $6,247+64.1% | $3,332+207.6% |
| Admin fee / account holder | $1,898 | $5,420-65.0% | $9,243-79.5% | $4,645-59.1% |