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 | $126,618 | $93,571+35.3% | $135,903-6.8% | $75,163+68.5% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 15.60% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,894 | $3,537+10.1% | $4,856-19.8% | $2,670+45.9% |
| Participant deferral / active EE | $7,946 | $6,404+24.1% | $7,758+2.4% | $4,125+92.6% |
| Admin fee / account holder | $4,205 | $6,975-39.7% | $10,762-60.9% | $5,651-25.6% |