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 | $96,518 | $146,267-34.0% | $197,124-51.0% | $82,448+17.1% |
| Participation rate | 93.9% | 84.0%+9.9pp | 86.7%+7.2pp | 68.1%+25.9pp |
| Annual return | 19.12% | 29.61%-10.5pp | 44.34%-25.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $8,561 | $4,723+81.3% | $6,227+37.5% | $2,551+235.6% |
| Participant deferral / active EE | $15,473 | $7,035+120.0% | $9,135+69.4% | $4,139+273.8% |
| Admin fee / account holder | $7,506 | $14,422-48.0% | $16,298-53.9% | $7,234+3.8% |