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 | $175,425 | $87,733+100.0% | $106,548+64.6% | $85,850+104.3% |
| Participation rate | 94.3% | 71.9%+22.4pp | 76.1%+18.2pp | 69.3%+25.0pp |
| Annual return | 13.27% | 21.86%-8.6pp | 26.80%-13.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,785 | $2,073+34.4% | $2,819-1.2% | $2,565+8.6% |
| Participant deferral / active EE | $6,184 | $3,469+78.2% | $4,398+40.6% | $3,952+56.5% |
| Admin fee / account holder | $2,275 | $6,767-66.4% | $7,407-69.3% | $6,260-63.7% |