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 | $114,784 | $101,763+12.8% | $164,866-30.4% | $80,874+41.9% |
| Participation rate | 78.7% | 71.8%+6.9pp | 78.6%+0.1pp | 67.6%+11.1pp |
| Annual return | 11.99% | 16.73%-4.7pp | 69.97%-58.0pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,252 | $2,954+10.1% | $4,343-25.1% | $2,756+18.0% |
| Participant deferral / active EE | $9,231 | $4,477+106.2% | $6,033+53.0% | $4,297+114.8% |
| Admin fee / account holder | $4,890 | $8,228-40.6% | $12,689-61.5% | $6,935-29.5% |