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 | $88,504 | $64,480+37.3% | $81,382+8.8% | $80,856+9.5% |
| Participation rate | 88.2% | 63.9%+24.3pp | 69.5%+18.7pp | 67.6%+20.5pp |
| Annual return | 13.10% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,741 | $1,978+38.5% | $2,463+11.3% | $2,755-0.5% |
| Participant deferral / active EE | $5,871 | $3,094+89.8% | $3,883+51.2% | $4,296+36.7% |
| Admin fee / account holder | $8,464 | $5,671+49.3% | $5,768+46.7% | $6,918+22.4% |