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 | $63,773 | $65,365-2.4% | $92,893-31.3% | $72,985-12.6% |
| Participation rate | 91.7% | 68.3%+23.4pp | 76.0%+15.7pp | 69.5%+22.2pp |
| Annual return | 22.03% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,828 | $2,594+9.0% | $3,653-22.6% | $2,440+15.9% |
| Participant deferral / active EE | $4,816 | $3,128+53.9% | $4,236+13.7% | $3,607+33.5% |
| Admin fee / account holder | $3,983 | $4,251-6.3% | $5,794-31.2% | $5,124-22.3% |