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 8-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 | $62,756 | $64,324-2.4% | $118,925-47.2% | $79,858-21.4% |
| Participation rate | 97.9% | 64.9%+33.0pp | 75.4%+22.5pp | 69.6%+28.2pp |
| Annual return | 17.67% | 86.45%-68.8pp | 35.88%-18.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,328 | $1,836+26.8% | $3,263-28.6% | $2,471-5.8% |
| Participant deferral / active EE | $4,255 | $2,824+50.7% | $4,265-0.2% | $3,740+13.8% |
| Admin fee / account holder | $1,486 | $4,040-63.2% | $6,581-77.4% | $5,306-72.0% |