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 | $135,957 | $209,336-35.1% | $197,124-31.0% | $137,256-0.9% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.7%+8.5pp | 80.0%+15.3pp |
| Annual return | 19.24% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $8,823 | $6,591+33.9% | $6,227+41.7% | $4,156+112.3% |
| Participant deferral / active EE | $11,414 | $9,614+18.7% | $9,135+24.9% | $6,407+78.1% |
| Admin fee / account holder | $2,463 | $17,308-85.8% | $16,298-84.9% | $12,270-79.9% |