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 | $99,139 | $80,717+22.8% | $154,803-36.0% | $84,808+16.9% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.1pp | 68.3%+29.9pp |
| Annual return | 20.98% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $4,213 | $2,761+52.6% | $4,305-2.1% | $2,631+60.1% |
| Participant deferral / active EE | $11,147 | $3,303+237.5% | $5,540+101.2% | $4,212+164.7% |
| Admin fee / account holder | $2,961 | $6,746-56.1% | $14,329-79.3% | $7,344-59.7% |