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 | $107,109 | $93,571+14.5% | $135,903-21.2% | $75,163+42.5% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 67.2%+26.8pp |
| Annual return | 26.13% | 30.90%-4.8pp | 68.23%-42.1pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,911 | $3,537-17.7% | $4,856-40.0% | $2,670+9.0% |
| Participant deferral / active EE | $10,444 | $6,404+63.1% | $7,758+34.6% | $4,125+153.2% |
| Admin fee / account holder | $7,434 | $6,975+6.6% | $10,762-30.9% | $5,651+31.6% |