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 | $71,772 | $86,286-16.8% | $111,297-35.5% | $85,850-16.4% |
| Participation rate | 83.9% | 73.3%+10.5pp | 77.3%+6.6pp | 69.3%+14.6pp |
| Annual return | 36.78% | 19.99%+16.8pp | 54.65%-17.9pp | 318.53%-281.8pp |
| Employer contribution / active EE | $2,389 | $2,043+16.9% | $2,731-12.5% | $2,565-6.9% |
| Participant deferral / active EE | $6,217 | $3,641+70.8% | $4,487+38.6% | $3,952+57.3% |
| Admin fee / account holder | $7,467 | $8,188-8.8% | $7,964-6.2% | $6,260+19.3% |