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 9-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 | $91,235 | $93,571-2.5% | $135,903-32.9% | $75,163+21.4% |
| Participation rate | 81.0% | 75.2%+5.9pp | 81.9%-0.9pp | 67.2%+13.8pp |
| Annual return | 113.83% | 30.90%+82.9pp | 68.23%+45.6pp | 160.62%-46.8pp |
| Employer contribution / active EE | $2,043 | $3,537-42.2% | $4,856-57.9% | $2,670-23.5% |
| Participant deferral / active EE | $5,943 | $6,404-7.2% | $7,758-23.4% | $4,125+44.1% |
| Admin fee / account holder | $4,651 | $6,975-33.3% | $10,762-56.8% | $5,651-17.7% |