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 | $111,200 | $100,852+10.3% | $90,404+23.0% | $158,922-30.0% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 13.38% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,545 | $3,689-31.0% | $3,262-22.0% | $4,761-46.6% |
| Participant deferral / active EE | $3,906 | $4,348-10.2% | $3,963-1.5% | $5,982-34.7% |
| Admin fee / account holder | $1,073 | $6,501-83.5% | $5,611-80.9% | $11,246-90.5% |