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 7-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 | $96,746 | $101,883-5.0% | $453,369-78.7% | $85,850+12.7% |
| Participation rate | 88.7% | 72.3%+16.4pp | 78.0%+10.7pp | 69.3%+19.4pp |
| Annual return | 13.37% | 25.38%-12.0pp | 64.40%-51.0pp | 318.53%-305.2pp |
| Employer contribution / active EE | $4,509 | $2,847+58.4% | $4,070+10.8% | $2,565+75.8% |
| Participant deferral / active EE | $6,099 | $4,782+27.5% | $6,209-1.8% | $3,952+54.3% |
| Admin fee / account holder | $1,695 | $5,706-70.3% | $11,209-84.9% | $6,260-72.9% |