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 | $136,713 | $114,381+19.5% | $107,525+27.1% | $142,382-4.0% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 17.71% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,467 | $4,015+11.3% | $3,754+19.0% | $4,299+3.9% |
| Participant deferral / active EE | $11,593 | $5,564+108.4% | $5,116+126.6% | $6,507+78.2% |
| Admin fee / account holder | $4,365 | $9,860-55.7% | $8,919-51.1% | $12,624-65.4% |