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 | $79,230 | $91,552-13.5% | $133,956-40.9% | $79,858-0.8% |
| Participation rate | 87.2% | 73.3%+13.8pp | 79.8%+7.3pp | 69.6%+17.5pp |
| Annual return | 21.86% | 61.85%-40.0pp | 45.09%-23.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,820 | $2,384+60.3% | $3,919-2.5% | $2,471+54.6% |
| Participant deferral / active EE | $8,382 | $3,733+124.5% | $5,048+66.1% | $3,740+124.1% |
| Admin fee / account holder | $2,425 | $6,321-61.6% | $8,927-72.8% | $5,306-54.3% |