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 | $75,533 | $114,381-34.0% | $107,525-29.8% | $142,382-47.0% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 23.23% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $5,588 | $4,015+39.2% | $3,754+48.9% | $4,299+30.0% |
| Participant deferral / active EE | $9,999 | $5,564+79.7% | $5,116+95.5% | $6,507+53.7% |
| Admin fee / account holder | $9,583 | $9,860-2.8% | $8,919+7.4% | $12,624-24.1% |