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 | $106,681 | $95,803+11.4% | $113,168-5.7% | $84,808+25.8% |
| Participation rate | 89.1% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.8pp |
| Annual return | 70.02% | 25.00%+45.0pp | 24.27%+45.8pp | 40.90%+29.1pp |
| Employer contribution / active EE | $1,308 | $2,360-44.6% | $2,975-56.0% | $2,631-50.3% |
| Participant deferral / active EE | $8,216 | $4,242+93.7% | $5,107+60.9% | $4,212+95.1% |
| Admin fee / account holder | $13,692 | $8,989+52.3% | $12,068+13.5% | $7,344+86.4% |