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 | $116,927 | $73,933+58.2% | $96,683+20.9% | $75,163+55.6% |
| Participation rate | 84.5% | 66.4%+18.1pp | 74.3%+10.2pp | 67.2%+17.3pp |
| Annual return | 15.41% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,072 | $2,928+4.9% | $3,737-17.8% | $2,670+15.1% |
| Participant deferral / active EE | $7,361 | $3,659+101.2% | $4,878+50.9% | $4,125+78.4% |
| Admin fee / account holder | $8,620 | $5,216+65.2% | $6,730+28.1% | $5,651+52.5% |