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 8-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 | $91,646 | $86,286+6.2% | $111,297-17.7% | $85,850+6.8% |
| Participation rate | 77.0% | 73.3%+3.7pp | 77.3%-0.3pp | 69.3%+7.7pp |
| Annual return | 28.63% | 19.99%+8.6pp | 54.65%-26.0pp | 318.53%-289.9pp |
| Employer contribution / active EE | $2,966 | $2,043+45.2% | $2,731+8.6% | $2,565+15.6% |
| Participant deferral / active EE | $12,822 | $3,641+252.2% | $4,487+185.7% | $3,952+224.5% |
| Admin fee / account holder | $2,950 | $8,188-64.0% | $7,964-63.0% | $6,260-52.9% |