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 | $84,915 | $87,013-2.4% | $106,213-20.1% | $80,856+5.0% |
| Participation rate | 94.3% | 70.4%+23.9pp | 75.3%+19.1pp | 67.6%+26.7pp |
| Annual return | 24.13% | 17.05%+7.1pp | 116.14%-92.0pp | 35.59%-11.5pp |
| Employer contribution / active EE | $3,556 | $2,395+48.5% | $3,171+12.1% | $2,755+29.1% |
| Participant deferral / active EE | $7,370 | $3,986+84.9% | $5,016+46.9% | $4,296+71.6% |
| Admin fee / account holder | $3,307 | $8,431-60.8% | $11,033-70.0% | $6,918-52.2% |