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 | $114,587 | $101,763+12.6% | $164,866-30.5% | $80,874+41.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.09% | 16.73%+1.4pp | 69.97%-51.9pp | 35.62%-17.5pp |
| Employer contribution / active EE | $4,224 | $2,954+43.0% | $4,343-2.7% | $2,756+53.3% |
| Participant deferral / active EE | $2,644 | $4,477-40.9% | $6,033-56.2% | $4,297-38.5% |
| Admin fee / account holder | $2,586 | $8,228-68.6% | $12,689-79.6% | $6,935-62.7% |