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 | $77,401 | $77,503-0.1% | $100,391-22.9% | $80,856-4.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 78.68% | 37.20%+41.5pp | 49.20%+29.5pp | 35.59%+43.1pp |
| Employer contribution / active EE | $6,653 | $2,801+137.5% | $3,942+68.8% | $2,755+141.5% |
| Participant deferral / active EE | $12,201 | $6,820+78.9% | $8,082+51.0% | $4,296+184.0% |
| Admin fee / account holder | $4,344 | $5,897-26.3% | $7,899-45.0% | $6,918-37.2% |