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 | $171,494 | $109,413+56.7% | $156,263+9.7% | $84,808+102.2% |
| Participation rate | 92.4% | 72.7%+19.7pp | 78.9%+13.5pp | 68.3%+24.1pp |
| Annual return | 17.65% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,828 | $2,907+66.1% | $4,333+11.4% | $2,631+83.5% |
| Participant deferral / active EE | $4,323 | $4,590-5.8% | $6,158-29.8% | $4,212+2.6% |
| Admin fee / account holder | $9,323 | $9,357-0.4% | $14,255-34.6% | $7,344+26.9% |