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 6-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 | $81,850 | $94,625-13.5% | $116,228-29.6% | $84,808-3.5% |
| Participation rate | 91.5% | 70.4%+21.0pp | 74.6%+16.9pp | 68.3%+23.2pp |
| Annual return | 12.26% | 20.40%-8.1pp | 90.06%-77.8pp | 40.90%-28.6pp |
| Employer contribution / active EE | $5,149 | $2,347+119.4% | $2,994+71.9% | $2,631+95.7% |
| Participant deferral / active EE | $5,842 | $3,972+47.1% | $4,953+17.9% | $4,212+38.7% |
| Admin fee / account holder | $11,541 | $10,091+14.4% | $11,989-3.7% | $7,344+57.2% |