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 | $154,821 | $85,766+80.5% | $136,294+13.6% | $70,131+120.8% |
| Participation rate | 85.0% | 74.2%+10.8pp | 81.9%+3.1pp | 69.5%+15.5pp |
| Annual return | 15.71% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,458 | $2,966-50.8% | $4,695-68.9% | $2,342-37.7% |
| Participant deferral / active EE | $6,002 | $5,051+18.8% | $6,247-3.9% | $3,332+80.2% |
| Admin fee / account holder | $6,071 | $5,420+12.0% | $9,243-34.3% | $4,645+30.7% |