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 | $73,867 | $109,881-32.8% | $150,045-50.8% | $84,808-12.9% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 17.06% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,968 | $3,561+123.7% | $4,693+69.8% | $2,631+202.9% |
| Participant deferral / active EE | $12,706 | $6,636+91.5% | $7,997+58.9% | $4,212+201.7% |
| Admin fee / account holder | $4,978 | $8,568-41.9% | $13,435-62.9% | $7,344-32.2% |