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 | $84,069 | $104,907-19.9% | $84,611-0.6% | $152,861-45.0% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 19.32% | 373.79%-354.5pp | 258.74%-239.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,832 | $3,302+16.1% | $2,652+44.5% | $4,762-19.5% |
| Participant deferral / active EE | $5,894 | $4,688+25.7% | $3,899+51.2% | $5,850+0.8% |
| Admin fee / account holder | $139,895 | $6,241+2141.6% | $4,912+2747.9% | $11,596+1106.4% |