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 | $81,540 | $78,422+4.0% | $95,952-15.0% | $79,858+2.1% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.4pp |
| Annual return | 16.66% | 19.37%-2.7pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,461 | $1,945+26.5% | $2,541-3.2% | $2,471-0.4% |
| Participant deferral / active EE | $7,088 | $3,440+106.0% | $4,167+70.1% | $3,740+89.5% |
| Admin fee / account holder | $3,869 | $5,622-31.2% | $6,795-43.1% | $5,306-27.1% |