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 | $84,038 | $81,460+3.2% | $103,333-18.7% | $80,856+3.9% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 13.82% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $9,699 | $3,105+212.4% | $3,868+150.8% | $2,755+252.1% |
| Participant deferral / active EE | $7,876 | $3,869+103.6% | $5,057+55.7% | $4,296+83.3% |
| Admin fee / account holder | $1,300 | $6,566-80.2% | $8,355-84.4% | $6,918-81.2% |