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 7-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 | $94,542 | $62,573+51.1% | $85,682+10.3% | $85,850+10.1% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.9%+27.2pp | 69.3%+27.7pp |
| Annual return | 12.71% | 23.77%-11.1pp | 21.49%-8.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,742 | $1,757+56.1% | $2,618+4.7% | $2,565+6.9% |
| Participant deferral / active EE | $3,006 | $2,802+7.3% | $3,923-23.4% | $3,952-23.9% |
| Admin fee / account holder | $9,784 | $4,640+110.9% | $6,873+42.4% | $6,260+56.3% |