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 | $108,616 | $85,766+26.6% | $136,294-20.3% | $70,131+54.9% |
| Participation rate | 97.9% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 14.52% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,168 | $2,966+6.8% | $4,695-32.5% | $2,342+35.2% |
| Participant deferral / active EE | $4,168 | $5,051-17.5% | $6,247-33.3% | $3,332+25.1% |
| Admin fee / account holder | $5,505 | $5,420+1.6% | $9,243-40.4% | $4,645+18.5% |