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 4-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 | $89,152 | $109,881-18.9% | $150,045-40.6% | $84,808+5.1% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.5pp | 68.3%+25.5pp |
| Annual return | 19.74% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,966 | $3,561+11.4% | $4,693-15.5% | $2,631+50.7% |
| Participant deferral / active EE | $21,980 | $6,636+231.2% | $7,997+174.9% | $4,212+421.9% |
| Admin fee / account holder | $7,387 | $8,568-13.8% | $13,435-45.0% | $7,344+0.6% |