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 | $93,312 | $94,625-1.4% | $116,228-19.7% | $84,808+10.0% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.3pp |
| Annual return | 12.50% | 20.40%-7.9pp | 90.06%-77.6pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,238 | $2,347+38.0% | $2,994+8.1% | $2,631+23.1% |
| Participant deferral / active EE | $7,683 | $3,972+93.4% | $4,953+55.1% | $4,212+82.4% |
| Admin fee / account holder | $28,913 | $10,091+186.5% | $11,989+141.2% | $7,344+293.7% |