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 | $137,869 | $109,413+26.0% | $156,263-11.8% | $84,808+62.6% |
| Participation rate | 91.7% | 72.7%+19.0pp | 78.9%+12.8pp | 68.3%+23.4pp |
| Annual return | 16.42% | 20.18%-3.8pp | 59.47%-43.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,725 | $2,907+62.5% | $4,333+9.0% | $2,631+79.6% |
| Participant deferral / active EE | $10,616 | $4,590+131.3% | $6,158+72.4% | $4,212+152.1% |
| Admin fee / account holder | $20,387 | $9,357+117.9% | $14,255+43.0% | $7,344+177.6% |