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 | $82,099 | $53,777+52.7% | $134,143-38.8% | $79,858+2.8% |
| Participation rate | 92.1% | 58.8%+33.3pp | 72.2%+19.9pp | 69.6%+22.5pp |
| Annual return | 19.36% | 19.01%+0.4pp | 36.33%-17.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,180 | $1,321+140.7% | $3,704-14.1% | $2,471+28.7% |
| Participant deferral / active EE | $3,051 | $2,420+26.1% | $3,499-12.8% | $3,740-18.4% |
| Admin fee / account holder | $1,564 | $3,984-60.7% | $6,684-76.6% | $5,306-70.5% |