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 | $120,165 | $73,933+62.5% | $96,683+24.3% | $75,163+59.9% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 15.28% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,566 | $2,928-12.3% | $3,737-31.3% | $2,670-3.9% |
| Participant deferral / active EE | $6,958 | $3,659+90.2% | $4,878+42.6% | $4,125+68.7% |
| Admin fee / account holder | $6,897 | $5,216+32.2% | $6,730+2.5% | $5,651+22.1% |