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 | $78,171 | $69,515+12.5% | $86,874-10.0% | $85,850-8.9% |
| Participation rate | 92.8% | 66.3%+26.4pp | 71.6%+21.1pp | 69.3%+23.5pp |
| Annual return | 22.80% | 20.12%+2.7pp | 63.52%-40.7pp | 318.53%-295.7pp |
| Employer contribution / active EE | $2,332 | $1,880+24.0% | $2,495-6.5% | $2,565-9.1% |
| Participant deferral / active EE | $5,636 | $2,919+93.1% | $3,699+52.4% | $3,952+42.6% |
| Admin fee / account holder | $3,485 | $5,972-41.6% | $5,828-40.2% | $6,260-44.3% |