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 | $90,556 | $95,803-5.5% | $113,168-20.0% | $84,808+6.8% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 16.16% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,357 | $2,360+127.0% | $2,975+80.1% | $2,631+103.6% |
| Participant deferral / active EE | $10,368 | $4,242+144.4% | $5,107+103.0% | $4,212+146.2% |
| Admin fee / account holder | $26,350 | $8,989+193.1% | $12,068+118.4% | $7,344+258.8% |