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 | $69,743 | $137,414-49.2% | $189,513-63.2% | $85,850-18.8% |
| Participation rate | 93.1% | 84.6%+8.5pp | 87.8%+5.3pp | 69.3%+23.8pp |
| Annual return | 15.55% | 38.14%-22.6pp | 555.15%-539.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,126 | $4,344-51.1% | $6,162-65.5% | $2,565-17.1% |
| Participant deferral / active EE | $5,971 | $6,260-4.6% | $8,221-27.4% | $3,952+51.1% |
| Admin fee / account holder | $6,166 | $8,630-28.6% | $12,045-48.8% | $6,260-1.5% |