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 | $60,129 | $57,281+5.0% | $86,612-30.6% | $75,163-20.0% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 13.75% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,393 | $2,314-39.8% | $3,022-53.9% | $2,670-47.8% |
| Participant deferral / active EE | $4,187 | $3,318+26.2% | $4,438-5.6% | $4,125+1.5% |
| Admin fee / account holder | $3,228 | $4,112-21.5% | $5,614-42.5% | $5,651-42.9% |