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 7-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 | $119,828 | $90,745+32.0% | $130,231-8.0% | $75,163+59.4% |
| Participation rate | 82.4% | 71.1%+11.4pp | 76.3%+6.2pp | 67.2%+15.2pp |
| Annual return | 30.76% | 34.45%-3.7pp | 38.77%-8.0pp | 160.62%-129.9pp |
| Employer contribution / active EE | $8,706 | $3,314+162.7% | $4,126+111.0% | $2,670+226.1% |
| Participant deferral / active EE | $13,164 | $5,362+145.5% | $6,799+93.6% | $4,125+219.1% |
| Admin fee / account holder | $5,426 | $6,331-14.3% | $6,020-9.9% | $5,651-4.0% |