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 | $99,922 | $86,286+15.8% | $111,297-10.2% | $85,850+16.4% |
| Participation rate | 92.5% | 73.3%+19.1pp | 77.3%+15.1pp | 69.3%+23.1pp |
| Annual return | 12.16% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,198 | $2,043+7.6% | $2,731-19.5% | $2,565-14.3% |
| Participant deferral / active EE | $5,393 | $3,641+48.1% | $4,487+20.2% | $3,952+36.5% |
| Admin fee / account holder | $445 | $8,188-94.6% | $7,964-94.4% | $6,260-92.9% |