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 | $121,547 | $85,766+41.7% | $136,294-10.8% | $70,131+73.3% |
| Participation rate | 77.1% | 74.2%+2.9pp | 81.9%-4.8pp | 69.5%+7.5pp |
| Annual return | 17.03% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,229 | $2,966-24.9% | $4,695-52.5% | $2,342-4.8% |
| Participant deferral / active EE | $7,276 | $5,051+44.0% | $6,247+16.5% | $3,332+118.4% |
| Admin fee / account holder | $8,560 | $5,420+57.9% | $9,243-7.4% | $4,645+84.3% |