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 | $105,652 | $85,766+23.2% | $136,294-22.5% | $70,131+50.6% |
| Participation rate | 98.7% | 74.2%+24.5pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 19.16% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,340 | $2,966+12.6% | $4,695-28.9% | $2,342+42.6% |
| Participant deferral / active EE | $6,475 | $5,051+28.2% | $6,247+3.7% | $3,332+94.4% |
| Admin fee / account holder | $6,180 | $5,420+14.0% | $9,243-33.1% | $4,645+33.0% |