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 | $117,864 | $71,883+64.0% | $86,677+36.0% | $68,494+72.1% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -17.31% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,296 | $2,173+51.7% | $2,836+16.2% | $2,596+26.9% |
| Participant deferral / active EE | $5,682 | $3,779+50.4% | $4,656+22.0% | $4,027+41.1% |
| Admin fee / account holder | $1,084 | $6,112-82.3% | $7,493-85.5% | $5,403-79.9% |