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 7-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 | $151,007 | $148,978+1.4% | $200,582-24.7% | $84,808+78.1% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 19.87% | 28.16%-8.3pp | 42.33%-22.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $13,937 | $4,815+189.5% | $6,419+117.1% | $2,631+429.7% |
| Participant deferral / active EE | $20,217 | $7,142+183.1% | $9,331+116.7% | $4,212+380.0% |
| Admin fee / account holder | $6,720 | $13,977-51.9% | $16,305-58.8% | $7,344-8.5% |