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 9-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 | $83,048 | $88,087-5.7% | $164,866-49.6% | $74,546+11.4% |
| Participation rate | 96.6% | 73.1%+23.6pp | 78.6%+18.0pp | 67.2%+29.4pp |
| Annual return | 14.91% | 17.27%-2.4pp | 69.97%-55.1pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,048 | $2,595-59.6% | $4,343-75.9% | $2,624-60.1% |
| Participant deferral / active EE | $6,639 | $4,499+47.5% | $6,033+10.0% | $4,347+52.7% |
| Admin fee / account holder | $4,016 | $2,232+79.9% | $12,689-68.4% | $1,944+106.6% |