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 | $82,649 | $73,933+11.8% | $96,683-14.5% | $75,163+10.0% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 16.61% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,222 | $2,928+10.1% | $3,737-13.8% | $2,670+20.7% |
| Participant deferral / active EE | $6,594 | $3,659+80.2% | $4,878+35.2% | $4,125+59.9% |
| Admin fee / account holder | $13,175 | $5,216+152.6% | $6,730+95.8% | $5,651+133.1% |