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 | $86,655 | $79,449+9.1% | $189,557-54.3% | $85,850+0.9% |
| Participation rate | 96.8% | 66.0%+30.8pp | 78.4%+18.4pp | 69.3%+27.5pp |
| Annual return | 16.66% | 18.45%-1.8pp | 64.17%-47.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,330 | $2,081-36.1% | $4,412-69.9% | $2,565-48.2% |
| Participant deferral / active EE | $5,319 | $4,051+31.3% | $6,174-13.8% | $3,952+34.6% |
| Admin fee / account holder | $9,053 | $5,377+68.4% | $9,807-7.7% | $6,260+44.6% |