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 8-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 | $118,788 | $106,515+11.5% | $96,683+22.9% | $139,434-14.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 15.69% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,135 | $4,103+0.8% | $3,737+10.7% | $4,751-13.0% |
| Participant deferral / active EE | $17,273 | $5,454+216.7% | $4,878+254.1% | $6,710+157.4% |
| Admin fee / account holder | $10,590 | $7,877+34.4% | $6,730+57.4% | $11,403-7.1% |