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 | $122,824 | $93,571+31.3% | $135,903-9.6% | $75,163+63.4% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 17.86% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,102 | $3,537+16.0% | $4,856-15.5% | $2,670+53.6% |
| Participant deferral / active EE | $10,674 | $6,404+66.7% | $7,758+37.6% | $4,125+158.8% |
| Admin fee / account holder | $2,249 | $6,975-67.8% | $10,762-79.1% | $5,651-60.2% |