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 | $115,246 | $109,881+4.9% | $150,045-23.2% | $84,808+35.9% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 17.11% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,118 | $3,561+43.7% | $4,693+9.1% | $2,631+94.5% |
| Participant deferral / active EE | $9,325 | $6,636+40.5% | $7,997+16.6% | $4,212+121.4% |
| Admin fee / account holder | $3,918 | $8,568-54.3% | $13,435-70.8% | $7,344-46.7% |