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 | $73,856 | $77,503-4.7% | $100,391-26.4% | $80,856-8.7% |
| Participation rate | 94.1% | 76.9%+17.2pp | 81.5%+12.6pp | 67.6%+26.5pp |
| Annual return | 25.47% | 37.20%-11.7pp | 49.20%-23.7pp | 35.59%-10.1pp |
| Employer contribution / active EE | $6,356 | $2,801+126.9% | $3,942+61.3% | $2,755+130.7% |
| Participant deferral / active EE | $13,725 | $6,820+101.2% | $8,082+69.8% | $4,296+219.5% |
| Admin fee / account holder | $1,741 | $5,897-70.5% | $7,899-78.0% | $6,918-74.8% |