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 8-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 | $89,733 | $148,978-39.8% | $200,582-55.3% | $84,808+5.8% |
| Participation rate | 98.1% | 84.2%+13.8pp | 86.9%+11.2pp | 68.3%+29.8pp |
| Annual return | 16.66% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,657 | $4,815-3.3% | $6,419-27.5% | $2,631+77.0% |
| Participant deferral / active EE | $10,708 | $7,142+49.9% | $9,331+14.8% | $4,212+154.3% |
| Admin fee / account holder | $23,481 | $13,977+68.0% | $16,305+44.0% | $7,344+219.7% |