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 | $122,766 | $98,750+24.3% | $149,696-18.0% | $79,858+53.7% |
| Participation rate | 93.0% | 75.8%+17.3pp | 82.5%+10.5pp | 69.6%+23.4pp |
| Annual return | 18.48% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,642 | $3,216+13.2% | $4,644-21.6% | $2,471+47.4% |
| Participant deferral / active EE | $8,151 | $5,680+43.5% | $6,842+19.1% | $3,740+117.9% |
| Admin fee / account holder | $1,569 | $6,053-74.1% | $9,309-83.1% | $5,306-70.4% |