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 | $91,369 | $78,520+16.4% | $96,576-5.4% | $82,448+10.8% |
| Participation rate | 94.3% | 77.7%+16.6pp | 81.4%+12.8pp | 68.1%+26.2pp |
| Annual return | 17.67% | 41.30%-23.6pp | 38.47%-20.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,953 | $2,630+50.3% | $3,553+11.3% | $2,551+55.0% |
| Participant deferral / active EE | $8,152 | $6,754+20.7% | $7,956+2.5% | $4,139+96.9% |
| Admin fee / account holder | $15,528 | $13,455+15.4% | $11,381+36.4% | $7,234+114.6% |