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 | $85,888 | $109,881-21.8% | $150,045-42.8% | $84,808+1.3% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 16.07% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,377 | $3,561+79.1% | $4,693+35.9% | $2,631+142.4% |
| Participant deferral / active EE | $14,108 | $6,636+112.6% | $7,997+76.4% | $4,212+235.0% |
| Admin fee / account holder | $9,629 | $8,568+12.4% | $13,435-28.3% | $7,344+31.1% |