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 | $67,609 | $102,605-34.1% | $145,661-53.6% | $84,808-20.3% |
| Participation rate | 95.0% | 74.3%+20.7pp | 77.2%+17.8pp | 68.3%+26.7pp |
| Annual return | 25.84% | 26.50%-0.7pp | 101.46%-75.6pp | 40.90%-15.1pp |
| Employer contribution / active EE | $5,864 | $3,325+76.4% | $4,238+38.4% | $2,631+122.9% |
| Participant deferral / active EE | $12,994 | $5,750+126.0% | $7,198+80.5% | $4,212+208.5% |
| Admin fee / account holder | $5,047 | $8,758-42.4% | $12,466-59.5% | $7,344-31.3% |