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 | $90,379 | $76,367+18.3% | $93,606-3.4% | $72,985+23.8% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.8%+22.5pp | 69.5%+28.8pp |
| Annual return | 20.04% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,459 | $2,275+52.0% | $2,718+27.3% | $2,440+41.8% |
| Participant deferral / active EE | $4,166 | $3,538+17.8% | $4,069+2.4% | $3,607+15.5% |
| Admin fee / account holder | $10,344 | $6,838+51.3% | $7,888+31.1% | $5,124+101.9% |