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 | $133,164 | $85,766+55.3% | $136,294-2.3% | $70,131+89.9% |
| Participation rate | 93.2% | 74.2%+19.1pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 18.31% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,072 | $2,966-30.2% | $4,695-55.9% | $2,342-11.6% |
| Participant deferral / active EE | $5,409 | $5,051+7.1% | $6,247-13.4% | $3,332+62.4% |
| Admin fee / account holder | $3,262 | $5,420-39.8% | $9,243-64.7% | $4,645-29.8% |