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 | $85,576 | $78,672+8.8% | $109,143-21.6% | $85,850-0.3% |
| Participation rate | 84.1% | 68.3%+15.8pp | 75.9%+8.2pp | 69.3%+14.8pp |
| Annual return | 13.46% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,118 | $2,735+14.0% | $3,722-16.2% | $2,565+21.5% |
| Participant deferral / active EE | $10,569 | $3,467+204.8% | $4,653+127.1% | $3,952+167.5% |
| Admin fee / account holder | $5,232 | $5,469-4.3% | $6,752-22.5% | $6,260-16.4% |