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 | $82,513 | $114,381-27.9% | $107,525-23.3% | $142,382-42.0% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 14.75% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $9,537 | $4,015+137.5% | $3,754+154.1% | $4,299+121.8% |
| Participant deferral / active EE | $4,403 | $5,564-20.9% | $5,116-13.9% | $6,507-32.3% |
| Admin fee / account holder | $4,916 | $9,860-50.1% | $8,919-44.9% | $12,624-61.1% |