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 | $82,083 | $109,881-25.3% | $150,045-45.3% | $84,808-3.2% |
| Participation rate | 98.4% | 76.1%+22.3pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 17.11% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,160 | $3,561+44.9% | $4,693+9.9% | $2,631+96.1% |
| Participant deferral / active EE | $12,094 | $6,636+82.2% | $7,997+51.2% | $4,212+187.2% |
| Admin fee / account holder | $8,959 | $8,568+4.6% | $13,435-33.3% | $7,344+22.0% |