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 6-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 | $71,322 | $87,870-18.8% | $113,168-37.0% | $74,304-4.0% |
| Participation rate | 85.1% | 70.7%+14.3pp | 76.6%+8.5pp | 60.3%+24.7pp |
| Annual return | 22.08% | 26.44%-4.4pp | 24.27%-2.2pp | 29.43%-7.4pp |
| Employer contribution / active EE | $8,780 | $2,277+285.6% | $2,975+195.1% | $2,241+291.8% |
| Participant deferral / active EE | $9,097 | $4,241+114.5% | $5,107+78.1% | $3,767+141.5% |
| Admin fee / account holder | $4,569 | $3,368+35.7% | $12,068-62.1% | $2,969+53.9% |