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 | $64,758 | $68,719-5.8% | $91,541-29.3% | $84,808-23.6% |
| Participation rate | 95.7% | 64.5%+31.2pp | 69.8%+25.9pp | 68.3%+27.4pp |
| Annual return | 21.22% | 19.12%+2.1pp | 20.50%+0.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $6,011 | $1,920+213.1% | $2,505+140.0% | $2,631+128.5% |
| Participant deferral / active EE | $6,435 | $3,136+105.2% | $4,008+60.5% | $4,212+52.8% |
| Admin fee / account holder | $1,020 | $5,786-82.4% | $6,956-85.3% | $7,344-86.1% |