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 | $118,089 | $85,766+37.7% | $136,294-13.4% | $70,131+68.4% |
| Participation rate | 89.1% | 74.2%+14.9pp | 81.9%+7.1pp | 69.5%+19.5pp |
| Annual return | 21.37% | 31.45%-10.1pp | 5155.94%-5134.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $3,230 | $2,966+8.9% | $4,695-31.2% | $2,342+37.9% |
| Participant deferral / active EE | $6,788 | $5,051+34.4% | $6,247+8.7% | $3,332+103.7% |
| Admin fee / account holder | $806 | $5,420-85.1% | $9,243-91.3% | $4,645-82.7% |