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 | $96,308 | $70,475+36.7% | $100,516-4.2% | $79,858+20.6% |
| Participation rate | 97.4% | 73.7%+23.7pp | 79.4%+18.0pp | 69.6%+27.8pp |
| Annual return | 15.04% | 21.90%-6.9pp | 30.89%-15.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $5,660 | $2,165+161.5% | $3,418+65.6% | $2,471+129.1% |
| Participant deferral / active EE | $6,932 | $5,181+33.8% | $6,270+10.6% | $3,740+85.3% |
| Admin fee / account holder | $5,901 | $4,478+31.8% | $8,081-27.0% | $5,306+11.2% |