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 | $85,317 | $65,376+30.5% | $87,100-2.0% | $65,185+30.9% |
| Participation rate | 96.0% | 75.3%+20.7pp | 76.9%+19.1pp | 70.2%+25.8pp |
| Annual return | 28.20% | 31.27%-3.1pp | 28.19%0pp | 29.38%-1.2pp |
| Employer contribution / active EE | $1,980 | $1,822+8.7% | $2,521-21.5% | $2,177-9.0% |
| Participant deferral / active EE | $8,112 | $3,388+139.4% | $4,049+100.4% | $3,514+130.9% |
| Admin fee / account holder | $3,250 | $520+525.4% | $7,497-56.6% | $847+283.7% |