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 8-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 | $97,322 | $78,422+24.1% | $95,952+1.4% | $79,858+21.9% |
| Participation rate | 82.1% | 73.5%+8.6pp | 77.1%+5.0pp | 69.6%+12.5pp |
| Annual return | 12.79% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,486 | $1,945+27.8% | $2,541-2.2% | $2,471+0.6% |
| Participant deferral / active EE | $4,432 | $3,440+28.8% | $4,167+6.4% | $3,740+18.5% |
| Admin fee / account holder | $5,089 | $5,622-9.5% | $6,795-25.1% | $5,306-4.1% |