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 | $96,154 | $106,749-9.9% | $145,433-33.9% | $82,448+16.6% |
| Participation rate | 98.7% | 75.6%+23.1pp | 82.1%+16.6pp | 68.1%+30.7pp |
| Annual return | 20.25% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $6,499 | $3,444+88.7% | $4,554+42.7% | $2,551+154.8% |
| Participant deferral / active EE | $15,413 | $6,519+136.4% | $7,897+95.2% | $4,139+272.4% |
| Admin fee / account holder | $5,473 | $8,390-34.8% | $13,129-58.3% | $7,234-24.3% |