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 | $116,990 | $80,968+44.5% | $96,544+21.2% | $75,163+55.6% |
| Participation rate | 90.5% | 71.8%+18.7pp | 76.0%+14.5pp | 67.2%+23.3pp |
| Annual return | 16.71% | 27.06%-10.4pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,340 | $2,282+2.6% | $2,965-21.1% | $2,670-12.3% |
| Participant deferral / active EE | $6,934 | $3,928+76.5% | $4,851+42.9% | $4,125+68.1% |
| Admin fee / account holder | $2,965 | $6,724-55.9% | $8,252-64.1% | $5,651-47.5% |