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 | $63,511 | $101,763-37.6% | $164,866-61.5% | $80,874-21.5% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 14.93% | 16.73%-1.8pp | 69.97%-55.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $6,106 | $2,954+106.7% | $4,343+40.6% | $2,756+121.6% |
| Participant deferral / active EE | $6,296 | $4,477+40.7% | $6,033+4.4% | $4,297+46.5% |
| Admin fee / account holder | $21,044 | $8,228+155.8% | $12,689+65.8% | $6,935+203.4% |