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 8-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 | $152,380 | $148,978+2.3% | $200,582-24.0% | $84,808+79.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 17.74% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $8,674 | $4,815+80.2% | $6,419+35.1% | $2,631+229.7% |
| Participant deferral / active EE | $17,847 | $7,142+149.9% | $9,331+91.3% | $4,212+323.8% |
| Admin fee / account holder | $7,680 | $13,977-45.1% | $16,305-52.9% | $7,344+4.6% |