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 9-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 | $87,822 | $68,719+27.8% | $91,541-4.1% | $84,808+3.6% |
| Participation rate | 80.6% | 64.5%+16.1pp | 69.8%+10.9pp | 68.3%+12.3pp |
| Annual return | 19.42% | 19.12%+0.3pp | 20.50%-1.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,453 | $1,920+79.8% | $2,505+37.9% | $2,631+31.2% |
| Participant deferral / active EE | $7,591 | $3,136+142.1% | $4,008+89.4% | $4,212+80.2% |
| Admin fee / account holder | $3,603 | $5,786-37.7% | $6,956-48.2% | $7,344-50.9% |