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 | $94,047 | $81,248+15.8% | $155,509-39.5% | $80,856+16.3% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 13.79% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,453 | $3,100+11.4% | $4,672-26.1% | $2,755+25.3% |
| Participant deferral / active EE | $9,557 | $3,452+176.9% | $5,626+69.9% | $4,296+122.5% |
| Admin fee / account holder | $737 | $7,997-90.8% | $15,912-95.4% | $6,918-89.3% |