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 | $94,564 | $95,803-1.3% | $113,168-16.4% | $84,808+11.5% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.8pp |
| Annual return | 22.13% | 25.00%-2.9pp | 24.27%-2.1pp | 40.90%-18.8pp |
| Employer contribution / active EE | $4,027 | $2,360+70.6% | $2,975+35.4% | $2,631+53.1% |
| Participant deferral / active EE | $11,185 | $4,242+163.7% | $5,107+119.0% | $4,212+165.6% |
| Admin fee / account holder | $2,557 | $8,989-71.6% | $12,068-78.8% | $7,344-65.2% |