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 | $121,541 | $72,277+68.2% | $101,248+20.0% | $79,858+52.2% |
| Participation rate | 91.4% | 68.5%+22.9pp | 75.8%+15.6pp | 69.6%+21.7pp |
| Annual return | 16.05% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,875 | $2,692+44.0% | $3,660+5.9% | $2,471+56.8% |
| Participant deferral / active EE | $9,920 | $3,282+202.3% | $4,370+127.0% | $3,740+165.2% |
| Admin fee / account holder | $2,857 | $4,400-35.1% | $5,945-52.0% | $5,306-46.2% |