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 | $101,340 | $79,944+26.8% | $98,439+2.9% | $75,163+34.8% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.3pp |
| Annual return | 17.64% | 19.75%-2.1pp | 21.16%-3.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $12,661 | $2,264+459.3% | $3,048+315.4% | $2,670+374.2% |
| Participant deferral / active EE | $3,958 | $3,752+5.5% | $4,738-16.5% | $4,125-4.1% |
| Admin fee / account holder | $5,791 | $6,840-15.3% | $8,948-35.3% | $5,651+2.5% |