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 | $93,317 | $80,717+15.6% | $154,803-39.7% | $84,808+10.0% |
| Participation rate | 73.6% | 66.8%+6.8pp | 78.1%-4.4pp | 68.3%+5.3pp |
| Annual return | 15.32% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,077 | $2,761-24.8% | $4,305-51.8% | $2,631-21.0% |
| Participant deferral / active EE | $4,211 | $3,303+27.5% | $5,540-24.0% | $4,2120% |
| Admin fee / account holder | $8,463 | $6,746+25.5% | $14,329-40.9% | $7,344+15.2% |