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 | $65,792 | $56,054+17.4% | $171,082-61.5% | $62,891+4.6% |
| Participation rate | 97.5% | 62.9%+34.6pp | 76.7%+20.8pp | 69.3%+28.2pp |
| Annual return | 7.07% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,697 | $1,731-2.0% | $4,002-57.6% | $2,281-25.6% |
| Participant deferral / active EE | $7,633 | $3,158+141.7% | $4,797+59.1% | $3,203+138.3% |
| Admin fee / account holder | $602 | $3,647-83.5% | $8,520-92.9% | $4,296-86.0% |