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 | $84,071 | $77,899+7.9% | $149,673-43.8% | $75,163+11.9% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 17.31% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,781 | $3,137+84.3% | $4,818+20.0% | $2,670+116.5% |
| Participant deferral / active EE | $6,552 | $3,411+92.1% | $5,680+15.4% | $4,125+58.8% |
| Admin fee / account holder | $4,920 | $5,956-17.4% | $13,210-62.8% | $5,651-12.9% |