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 | $67,609 | $98,652-31.5% | $142,942-52.7% | $82,448-18.0% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.8%+18.2pp | 68.1%+26.9pp |
| Annual return | 25.84% | 22.65%+3.2pp | 113.70%-87.9pp | 41.64%-15.8pp |
| Employer contribution / active EE | $5,864 | $3,211+82.6% | $4,139+41.7% | $2,551+129.9% |
| Participant deferral / active EE | $12,994 | $5,580+132.9% | $7,128+82.3% | $4,139+213.9% |
| Admin fee / account holder | $5,047 | $8,078-37.5% | $12,475-59.5% | $7,234-30.2% |