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 | $132,696 | $85,766+54.7% | $136,294-2.6% | $70,131+89.2% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 16.60% | 31.45%-14.9pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $857 | $2,966-71.1% | $4,695-81.8% | $2,342-63.4% |
| Participant deferral / active EE | $4,041 | $5,051-20.0% | $6,247-35.3% | $3,332+21.3% |
| Admin fee / account holder | $5,556 | $5,420+2.5% | $9,243-39.9% | $4,645+19.6% |