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 | $101,771 | $73,933+37.7% | $96,683+5.3% | $75,163+35.4% |
| Participation rate | 98.4% | 66.4%+32.0pp | 74.3%+24.1pp | 67.2%+31.2pp |
| Annual return | 16.46% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $11,082 | $2,928+278.5% | $3,737+196.6% | $2,670+315.1% |
| Participant deferral / active EE | $6,083 | $3,659+66.3% | $4,878+24.7% | $4,125+47.5% |
| Admin fee / account holder | $1,637 | $5,216-68.6% | $6,730-75.7% | $5,651-71.0% |