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 7-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 | $75,080 | $80,673-6.9% | $101,326-25.9% | $84,808-11.5% |
| Participation rate | 97.4% | 77.8%+19.6pp | 81.5%+15.9pp | 68.3%+29.1pp |
| Annual return | 28.38% | 38.95%-10.6pp | 36.82%-8.4pp | 40.90%-12.5pp |
| Employer contribution / active EE | $5,083 | $2,698+88.4% | $3,665+38.7% | $2,631+93.2% |
| Participant deferral / active EE | $10,066 | $6,840+47.2% | $7,994+25.9% | $4,212+139.0% |
| Admin fee / account holder | $12,859 | $12,784+0.6% | $11,185+15.0% | $7,344+75.1% |