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 7-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 | $85,263 | $51,576+65.3% | $129,207-34.0% | $80,856+5.4% |
| Participation rate | 74.1% | 57.0%+17.1pp | 69.6%+4.5pp | 67.6%+6.4pp |
| Annual return | 15.81% | 20.81%-5.0pp | 9417.33%-9401.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,646 | $1,584+256.5% | $4,153+35.9% | $2,755+104.9% |
| Participant deferral / active EE | $12,401 | $2,669+364.7% | $4,168+197.6% | $4,296+188.7% |
| Admin fee / account holder | $2,129 | $4,305-50.5% | $7,715-72.4% | $6,918-69.2% |