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 7-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 | $72,650 | $77,503-6.3% | $100,391-27.6% | $80,856-10.1% |
| Participation rate | 76.9% | 76.9%0pp | 81.5%-4.6pp | 67.6%+9.3pp |
| Annual return | 25.59% | 37.20%-11.6pp | 49.20%-23.6pp | 35.59%-10.0pp |
| Employer contribution / active EE | $4,482 | $2,801+60.0% | $3,942+13.7% | $2,755+62.7% |
| Participant deferral / active EE | $14,644 | $6,820+114.7% | $8,082+81.2% | $4,296+240.9% |
| Admin fee / account holder | $41,138 | $5,897+597.6% | $7,899+420.8% | $6,918+494.6% |