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 | $91,569 | $88,634+3.3% | $101,326-9.6% | $74,304+23.2% |
| Participation rate | 80.2% | 76.9%+3.3pp | 81.5%-1.3pp | 60.3%+19.8pp |
| Annual return | 22.05% | 33.10%-11.1pp | 36.82%-14.8pp | 29.43%-7.4pp |
| Employer contribution / active EE | $3,999 | $2,930+36.5% | $3,665+9.1% | $2,241+78.4% |
| Participant deferral / active EE | $7,761 | $7,322+6.0% | $7,994-2.9% | $3,767+106.0% |
| Admin fee / account holder | $16,445 | $2,425+578.1% | $11,185+47.0% | $2,969+453.9% |