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 | $68,989 | $214,378-67.8% | $200,582-65.6% | $142,382-51.5% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 15.98% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $10,893 | $6,841+59.2% | $6,419+69.7% | $4,299+153.4% |
| Participant deferral / active EE | $9,628 | $9,865-2.4% | $9,331+3.2% | $6,507+48.0% |
| Admin fee / account holder | $7,654 | $17,692-56.7% | $16,305-53.1% | $12,624-39.4% |