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 | $125,795 | $85,766+46.7% | $136,294-7.7% | $70,131+79.4% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 17.37% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,772 | $2,966+27.2% | $4,695-19.7% | $2,342+61.0% |
| Participant deferral / active EE | $7,872 | $5,051+55.8% | $6,247+26.0% | $3,332+136.3% |
| Admin fee / account holder | $6,336 | $5,420+16.9% | $9,243-31.5% | $4,645+36.4% |