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 | $64,233 | $109,881-41.5% | $150,045-57.2% | $84,808-24.3% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 34.09% | 28.25%+5.8pp | 62.55%-28.5pp | 40.90%-6.8pp |
| Employer contribution / active EE | $5,668 | $3,561+59.2% | $4,693+20.8% | $2,631+115.4% |
| Participant deferral / active EE | $10,813 | $6,636+62.9% | $7,997+35.2% | $4,212+156.7% |
| Admin fee / account holder | $10,503 | $8,568+22.6% | $13,435-21.8% | $7,344+43.0% |