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 | $82,671 | $127,065-34.9% | $113,168-26.9% | $142,382-41.9% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 11.14% | 24.03%-12.9pp | 24.27%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,946 | $3,442-43.5% | $2,975-34.6% | $4,299-54.7% |
| Participant deferral / active EE | $10,760 | $5,716+88.2% | $5,107+110.7% | $6,507+65.4% |
| Admin fee / account holder | $31,617 | $15,736+100.9% | $12,068+162.0% | $12,624+150.5% |