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 | $110,234 | $73,933+49.1% | $96,683+14.0% | $75,163+46.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 17.27% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,212 | $2,928+9.7% | $3,737-14.0% | $2,670+20.3% |
| Participant deferral / active EE | $5,775 | $3,659+57.8% | $4,878+18.4% | $4,125+40.0% |
| Admin fee / account holder | $3,181 | $5,216-39.0% | $6,730-52.7% | $5,651-43.7% |