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 9-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 | $110,968 | $95,803+15.8% | $113,168-1.9% | $84,808+30.8% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 15.26% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,901 | $2,360+22.9% | $2,975-2.5% | $2,631+10.3% |
| Participant deferral / active EE | $7,051 | $4,242+66.2% | $5,107+38.1% | $4,212+67.4% |
| Admin fee / account holder | $18,466 | $8,989+105.4% | $12,068+53.0% | $7,344+151.4% |