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 | $85,772 | $109,881-21.9% | $150,045-42.8% | $84,808+1.1% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 19.74% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $6,996 | $3,561+96.5% | $4,693+49.1% | $2,631+165.9% |
| Participant deferral / active EE | $10,298 | $6,636+55.2% | $7,997+28.8% | $4,212+144.5% |
| Admin fee / account holder | $12,202 | $8,568+42.4% | $13,435-9.2% | $7,344+66.2% |