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 | $91,369 | $80,673+13.3% | $101,326-9.8% | $84,808+7.7% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 17.67% | 38.95%-21.3pp | 36.82%-19.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,953 | $2,698+46.5% | $3,665+7.9% | $2,631+50.3% |
| Participant deferral / active EE | $8,152 | $6,840+19.2% | $7,994+2.0% | $4,212+93.6% |
| Admin fee / account holder | $15,528 | $12,784+21.5% | $11,185+38.8% | $7,344+111.5% |