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 | $129,623 | $85,766+51.1% | $136,294-4.9% | $70,131+84.8% |
| Participation rate | 93.9% | 74.2%+19.7pp | 81.9%+12.0pp | 69.5%+24.3pp |
| Annual return | 18.94% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,119 | $2,966+5.2% | $4,695-33.6% | $2,342+33.1% |
| Participant deferral / active EE | $9,818 | $5,051+94.4% | $6,247+57.2% | $3,332+194.7% |
| Admin fee / account holder | $1,377 | $5,420-74.6% | $9,243-85.1% | $4,645-70.4% |