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 | $126,822 | $88,083+44.0% | $164,813-23.1% | $74,495+70.2% |
| Participation rate | 99.0% | 73.0%+26.0pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 14.09% | 17.26%-3.2pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,802 | $2,593+8.1% | $4,341-35.5% | $2,623+6.8% |
| Participant deferral / active EE | $8,007 | $4,498+78.0% | $6,031+32.8% | $4,346+84.2% |
| Admin fee / account holder | $3,052 | $2,234+36.6% | $12,690-75.9% | $1,942+57.2% |