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 | $81,795 | $77,314+5.8% | $177,989-54.0% | $80,856+1.2% |
| Participation rate | 73.2% | 65.7%+7.5pp | 77.1%-3.9pp | 67.6%+5.5pp |
| Annual return | 17.28% | 18.09%-0.8pp | 294.48%-277.2pp | 35.59%-18.3pp |
| Employer contribution / active EE | $766 | $2,292-66.6% | $3,949-80.6% | $2,755-72.2% |
| Participant deferral / active EE | $4,147 | $4,411-6.0% | $6,276-33.9% | $4,296-3.5% |
| Admin fee / account holder | $345 | $7,191-95.2% | $10,363-96.7% | $6,918-95.0% |