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 8-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 | $81,352 | $74,927+8.6% | $101,794-20.1% | $84,808-4.1% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.2%+22.8pp | 68.3%+23.7pp |
| Annual return | 17.84% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,174 | $1,522+42.8% | $2,289-5.0% | $2,631-17.4% |
| Participant deferral / active EE | $5,513 | $3,099+77.9% | $4,084+35.0% | $4,212+30.9% |
| Admin fee / account holder | $1,269 | $6,514-80.5% | $8,777-85.5% | $7,344-82.7% |