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 | $75,576 | $71,050+6.4% | $93,606-19.3% | $80,856-6.5% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.2pp | 67.6%+16.2pp |
| Annual return | 14.28% | 11.26%+3.0pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,030 | $1,564+29.8% | $2,420-16.1% | $2,755-26.3% |
| Participant deferral / active EE | $3,637 | $4,034-9.8% | $4,411-17.6% | $4,296-15.3% |
| Admin fee / account holder | $1,486 | $6,945-78.6% | $8,285-82.1% | $6,918-78.5% |