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 | $62,756 | $125,758-50.1% | $169,993-63.1% | $75,163-16.5% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 28.42% | 27.20%+1.2pp | 53.37%-25.0pp | 160.62%-132.2pp |
| Employer contribution / active EE | $12,431 | $4,615+169.4% | $6,785+83.2% | $2,670+365.6% |
| Participant deferral / active EE | $9,985 | $6,837+46.0% | $10,408-4.1% | $4,125+142.1% |
| Admin fee / account holder | $2,913 | $8,173-64.4% | $12,815-77.3% | $5,651-48.5% |