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 | $106,517 | $85,766+24.2% | $136,294-21.8% | $70,131+51.9% |
| Participation rate | 82.5% | 74.2%+8.3pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 27.68% | 31.45%-3.8pp | 5155.94%-5128.3pp | 73.14%-45.5pp |
| Employer contribution / active EE | $2,705 | $2,966-8.8% | $4,695-42.4% | $2,342+15.5% |
| Participant deferral / active EE | $6,772 | $5,051+34.1% | $6,247+8.4% | $3,332+103.3% |
| Admin fee / account holder | $7,069 | $5,420+30.4% | $9,243-23.5% | $4,645+52.2% |