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 | $59,857 | $54,705+9.4% | $71,209-15.9% | $84,808-29.4% |
| Participation rate | 89.5% | 64.1%+25.4pp | 73.8%+15.7pp | 68.3%+21.2pp |
| Annual return | 23.96% | 35.90%-11.9pp | 282.51%-258.6pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,658 | $2,158+69.5% | $2,721+34.4% | $2,631+39.0% |
| Participant deferral / active EE | $7,771 | $3,030+156.4% | $4,175+86.1% | $4,212+84.5% |
| Admin fee / account holder | $4,594 | $4,863-5.5% | $5,349-14.1% | $7,344-37.4% |