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 | $77,439 | $110,257-29.8% | $96,544-19.8% | $139,434-44.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 16.09% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,593 | $3,620+26.9% | $2,965+54.9% | $4,751-3.3% |
| Participant deferral / active EE | $9,849 | $5,548+77.5% | $4,851+103.0% | $6,710+46.8% |
| Admin fee / account holder | $10,012 | $11,591-13.6% | $8,252+21.3% | $11,403-12.2% |