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 | $84,615 | $80,717+4.8% | $154,803-45.3% | $84,808-0.2% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 13.61% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,052 | $2,761+10.5% | $4,305-29.1% | $2,631+16.0% |
| Participant deferral / active EE | $2,084 | $3,303-36.9% | $5,540-62.4% | $4,212-50.5% |
| Admin fee / account holder | $11,306 | $6,746+67.6% | $14,329-21.1% | $7,344+54.0% |