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 | $99,932 | $109,881-9.1% | $150,045-33.4% | $84,808+17.8% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 15.19% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,839 | $3,561+7.8% | $4,693-18.2% | $2,631+45.9% |
| Participant deferral / active EE | $12,342 | $6,636+86.0% | $7,997+54.3% | $4,212+193.1% |
| Admin fee / account holder | $21,729 | $8,568+153.6% | $13,435+61.7% | $7,344+195.9% |