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 | $78,131 | $73,787+5.9% | $98,716-20.9% | $82,448-5.2% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.3%+23.0pp | 68.1%+24.2pp |
| Annual return | 19.18% | 18.57%+0.6pp | 31.81%-12.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,304 | $1,511+184.8% | $2,279+88.9% | $2,551+68.7% |
| Participant deferral / active EE | $7,187 | $3,081+133.2% | $4,048+77.5% | $4,139+73.6% |
| Admin fee / account holder | $3,073 | $6,500-52.7% | $8,703-64.7% | $7,234-57.5% |