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 | $100,172 | $63,703+57.2% | $93,063+7.6% | $82,448+21.5% |
| Participation rate | 73.0% | 63.8%+9.1pp | 72.1%+0.9pp | 68.1%+4.9pp |
| Annual return | 16.66% | -775.43%+792.1pp | 34.15%-17.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,207 | $1,729+27.7% | $2,476-10.9% | $2,551-13.5% |
| Participant deferral / active EE | $5,265 | $2,919+80.4% | $3,958+33.0% | $4,139+27.2% |
| Admin fee / account holder | $9,553 | $5,982+59.7% | $6,033+58.3% | $7,234+32.0% |