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 | $157,761 | $109,881+43.6% | $150,045+5.1% | $84,808+86.0% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 30.25% | 28.25%+2.0pp | 62.55%-32.3pp | 40.90%-10.6pp |
| Employer contribution / active EE | $3,099 | $3,561-13.0% | $4,693-34.0% | $2,631+17.8% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,977 | $8,568-76.9% | $13,435-85.3% | $7,344-73.1% |