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 | $152,307 | $148,978+2.2% | $200,582-24.1% | $84,808+79.6% |
| Participation rate | 94.6% | 84.2%+10.4pp | 86.9%+7.7pp | 68.3%+26.3pp |
| Annual return | 33.57% | 28.16%+5.4pp | 42.33%-8.8pp | 40.90%-7.3pp |
| Employer contribution / active EE | $6,209 | $4,815+28.9% | $6,419-3.3% | $2,631+136.0% |
| Participant deferral / active EE | $15,010 | $7,142+110.2% | $9,331+60.9% | $4,212+256.4% |
| Admin fee / account holder | $10,216 | $13,977-26.9% | $16,305-37.3% | $7,344+39.1% |