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 | $89,355 | $67,606+32.2% | $82,313+8.6% | $70,131+27.4% |
| Participation rate | 93.7% | 72.8%+20.9pp | 76.9%+16.8pp | 69.5%+24.1pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,700 | $1,755+110.8% | $2,428+52.4% | $2,342+57.9% |
| Participant deferral / active EE | $3,547 | $2,987+18.8% | $3,706-4.3% | $3,332+6.5% |
| Admin fee / account holder | $3,648 | $4,512-19.1% | $5,608-34.9% | $4,645-21.5% |