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 | $91,083 | $109,881-17.1% | $150,045-39.3% | $84,808+7.4% |
| Participation rate | 90.7% | 76.1%+14.6pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 17.10% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,911 | $3,561+37.9% | $4,693+4.6% | $2,631+86.7% |
| Participant deferral / active EE | $10,142 | $6,636+52.8% | $7,997+26.8% | $4,212+140.8% |
| Admin fee / account holder | $1,857 | $8,568-78.3% | $13,435-86.2% | $7,344-74.7% |