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 | $100,781 | $77,813+29.5% | $123,544-18.4% | $64,186+57.0% |
| Participation rate | 86.1% | 74.7%+11.4pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | 1.83% | 12.48%-10.7pp | 119.20%-117.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $4,264 | $3,014+41.5% | $4,628-7.9% | $2,381+79.1% |
| Participant deferral / active EE | $9,697 | $5,240+85.1% | $6,426+50.9% | $3,470+179.5% |
| Admin fee / account holder | $1,116 | $5,519-79.8% | $9,284-88.0% | $4,888-77.2% |