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 | $64,133 | $86,944-26.2% | $107,525-40.4% | $74,304-13.7% |
| Participation rate | 79.1% | 59.6%+19.5pp | 75.1%+4.0pp | 60.3%+18.7pp |
| Annual return | 22.20% | 23.52%-1.3pp | 181.32%-159.1pp | 29.43%-7.2pp |
| Employer contribution / active EE | $3,908 | $2,757+41.8% | $3,754+4.1% | $2,241+74.4% |
| Participant deferral / active EE | $7,400 | $3,554+108.2% | $5,116+44.7% | $3,767+96.4% |
| Admin fee / account holder | $4,756 | $3,727+27.6% | $8,919-46.7% | $2,969+60.2% |