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 | $110,403 | $93,571+18.0% | $135,903-18.8% | $75,163+46.9% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 20.62% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,250 | $3,537-8.1% | $4,856-33.1% | $2,670+21.7% |
| Participant deferral / active EE | $10,976 | $6,404+71.4% | $7,758+41.5% | $4,125+166.1% |
| Admin fee / account holder | $390 | $6,975-94.4% | $10,762-96.4% | $5,651-93.1% |