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 | $73,945 | $25,014+195.6% | $69,647+6.2% | $80,856-8.5% |
| Participation rate | 94.9% | 64.2%+30.7pp | 66.5%+28.5pp | 67.6%+27.3pp |
| Annual return | 22.08% | 19.07%+3.0pp | 100.48%-78.4pp | 35.59%-13.5pp |
| Employer contribution / active EE | $5,717 | $993+475.8% | $1,712+233.9% | $2,755+107.5% |
| Participant deferral / active EE | $10,591 | $1,839+475.9% | $2,886+267.0% | $4,296+146.5% |
| Admin fee / account holder | $8,595 | $2,488+245.4% | $4,713+82.4% | $6,918+24.2% |