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 | $66,066 | $106,584-38.0% | $101,326-34.8% | $142,382-53.6% |
| Participation rate | 95.5% | 82.7%+12.8pp | 81.5%+14.0pp | 80.1%+15.3pp |
| Annual return | 13.22% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $9,956 | $3,956+151.7% | $3,665+171.6% | $4,299+131.6% |
| Participant deferral / active EE | $14,928 | $8,297+79.9% | $7,994+86.7% | $6,507+129.4% |
| Admin fee / account holder | $13,676 | $11,446+19.5% | $11,185+22.3% | $12,624+8.3% |