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 | $138,210 | $109,881+25.8% | $150,045-7.9% | $84,808+63.0% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 25.25% | 28.25%-3.0pp | 62.55%-37.3pp | 40.90%-15.7pp |
| Employer contribution / active EE | $6,335 | $3,561+77.9% | $4,693+35.0% | $2,631+140.8% |
| Participant deferral / active EE | $14,141 | $6,636+113.1% | $7,997+76.8% | $4,212+235.8% |
| Admin fee / account holder | $7,318 | $8,568-14.6% | $13,435-45.5% | $7,344-0.4% |