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 | $75,279 | $94,625-20.4% | $116,228-35.2% | $84,808-11.2% |
| Participation rate | 93.0% | 70.4%+22.6pp | 74.6%+18.5pp | 68.3%+24.7pp |
| Annual return | 23.49% | 20.40%+3.1pp | 90.06%-66.6pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,214 | $2,347-5.7% | $2,994-26.1% | $2,631-15.9% |
| Participant deferral / active EE | $6,228 | $3,972+56.8% | $4,953+25.7% | $4,212+47.9% |
| Admin fee / account holder | $6,039 | $10,091-40.2% | $11,989-49.6% | $7,344-17.8% |