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 | $78,115 | $68,719+13.7% | $91,541-14.7% | $84,808-7.9% |
| Participation rate | 84.4% | 64.5%+19.9pp | 69.8%+14.6pp | 68.3%+16.1pp |
| Annual return | 19.53% | 19.12%+0.4pp | 20.50%-1.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,038 | $1,920+58.3% | $2,505+21.3% | $2,631+15.5% |
| Participant deferral / active EE | $5,573 | $3,136+77.7% | $4,008+39.0% | $4,212+32.3% |
| Admin fee / account holder | $1,141 | $5,786-80.3% | $6,956-83.6% | $7,344-84.5% |