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 | $166,522 | $95,803+73.8% | $113,168+47.1% | $84,808+96.4% |
| Participation rate | 80.7% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.4pp |
| Annual return | 18.20% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $5,659 | $2,360+139.8% | $2,975+90.2% | $2,631+115.1% |
| Participant deferral / active EE | $9,989 | $4,242+135.5% | $5,107+95.6% | $4,212+137.2% |
| Admin fee / account holder | $5,663 | $8,989-37.0% | $12,068-53.1% | $7,344-22.9% |