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 | $142,211 | $85,766+65.8% | $136,294+4.3% | $70,131+102.8% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 18.24% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,629 | $2,966+22.3% | $4,695-22.7% | $2,342+54.9% |
| Participant deferral / active EE | $6,865 | $5,051+35.9% | $6,247+9.9% | $3,332+106.1% |
| Admin fee / account holder | $33,738 | $5,420+522.4% | $9,243+265.0% | $4,645+626.3% |