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 6-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 | $120,087 | $73,933+62.4% | $96,683+24.2% | $75,163+59.8% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.6pp | 67.2%+25.8pp |
| Annual return | 17.62% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,659 | $2,928+59.1% | $3,737+24.7% | $2,670+74.5% |
| Participant deferral / active EE | $5,545 | $3,659+51.5% | $4,878+13.7% | $4,125+34.4% |
| Admin fee / account holder | $3,203 | $5,216-38.6% | $6,730-52.4% | $5,651-43.3% |