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 6-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 | $67,030 | $60,349+11.1% | $74,183-9.6% | $62,891+6.6% |
| Participation rate | 91.5% | 72.7%+18.8pp | 76.6%+14.9pp | 69.3%+22.2pp |
| Annual return | 11.54% | 21.37%-9.8pp | 17.74%-6.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,152 | $1,680+147.1% | $2,370+75.2% | $2,281+82.0% |
| Participant deferral / active EE | $8,482 | $2,856+197.0% | $3,550+139.0% | $3,203+164.8% |
| Admin fee / account holder | $9,268 | $4,261+117.5% | $5,586+65.9% | $4,296+115.7% |