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 | $96,569 | $109,881-12.1% | $150,045-35.6% | $84,808+13.9% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 21.67% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $6,096 | $3,561+71.2% | $4,693+29.9% | $2,631+131.7% |
| Participant deferral / active EE | $17,413 | $6,636+162.4% | $7,997+117.7% | $4,212+313.5% |
| Admin fee / account holder | $781 | $8,568-90.9% | $13,435-94.2% | $7,344-89.4% |