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 | $97,967 | $99,985-2.0% | $146,665-33.2% | $85,850+14.1% |
| Participation rate | 92.8% | 73.1%+19.7pp | 80.1%+12.7pp | 69.3%+23.4pp |
| Annual return | 13.72% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,858 | $2,559+50.8% | $4,136-6.7% | $2,565+50.4% |
| Participant deferral / active EE | $6,967 | $4,006+73.9% | $5,506+26.5% | $3,952+76.3% |
| Admin fee / account holder | $48,548 | $7,702+530.3% | $10,280+372.3% | $6,260+675.5% |