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 4-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 | $77,952 | $94,625-17.6% | $116,228-32.9% | $84,808-8.1% |
| Participation rate | 97.6% | 70.4%+27.1pp | 74.6%+23.0pp | 68.3%+29.3pp |
| Annual return | 17.10% | 20.40%-3.3pp | 90.06%-73.0pp | 40.90%-23.8pp |
| Employer contribution / active EE | $6,918 | $2,347+194.8% | $2,994+131.0% | $2,631+162.9% |
| Participant deferral / active EE | $8,036 | $3,972+102.3% | $4,953+62.2% | $4,212+90.8% |
| Admin fee / account holder | $22,777 | $10,091+125.7% | $11,989+90.0% | $7,344+210.2% |