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 | $113,052 | $89,355+26.5% | $141,162-19.9% | $72,985+54.9% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 19.09% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,322 | $3,114+6.7% | $4,735-29.8% | $2,440+36.2% |
| Participant deferral / active EE | $6,990 | $5,418+29.0% | $6,709+4.2% | $3,607+93.8% |
| Admin fee / account holder | $7,296 | $5,958+22.5% | $10,261-28.9% | $5,124+42.4% |