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 | $105,407 | $91,190+15.6% | $178,490-40.9% | $79,858+32.0% |
| Participation rate | 95.3% | 69.2%+26.1pp | 81.9%+13.4pp | 69.6%+25.7pp |
| Annual return | 15.46% | 24.19%-8.7pp | 151.07%-135.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,336 | $3,256+2.5% | $5,011-33.4% | $2,471+35.0% |
| Participant deferral / active EE | $9,496 | $3,236+193.4% | $5,202+82.6% | $3,740+153.9% |
| Admin fee / account holder | $6,597 | $6,751-2.3% | $13,984-52.8% | $5,306+24.3% |