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 | $153,295 | $85,766+78.7% | $136,294+12.5% | $70,131+118.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 16.64% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,825 | $2,966-38.5% | $4,695-61.1% | $2,342-22.1% |
| Participant deferral / active EE | $5,145 | $5,051+1.8% | $6,247-17.6% | $3,332+54.4% |
| Admin fee / account holder | $6,444 | $5,420+18.9% | $9,243-30.3% | $4,645+38.7% |