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 | $83,443 | $109,881-24.1% | $150,045-44.4% | $84,808-1.6% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 21.73% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,759 | $3,561+5.6% | $4,693-19.9% | $2,631+42.9% |
| Participant deferral / active EE | $9,802 | $6,636+47.7% | $7,997+22.6% | $4,212+132.7% |
| Admin fee / account holder | $6,851 | $8,568-20.0% | $13,435-49.0% | $7,344-6.7% |