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 | $105,585 | $84,233+25.3% | $170,442-38.1% | $70,131+50.6% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 13.71% | 23.06%-9.4pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,792 | $3,387+12.0% | $5,433-30.2% | $2,342+61.9% |
| Participant deferral / active EE | $2,706 | $3,086-12.3% | $4,939-45.2% | $3,332-18.8% |
| Admin fee / account holder | $738 | $5,698-87.0% | $13,880-94.7% | $4,645-84.1% |