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 | $144,035 | $94,625+52.2% | $116,228+23.9% | $84,808+69.8% |
| Participation rate | 96.9% | 70.4%+26.5pp | 74.6%+22.4pp | 68.3%+28.6pp |
| Annual return | 17.49% | 20.40%-2.9pp | 90.06%-72.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,998 | $2,347+113.0% | $2,994+66.9% | $2,631+90.0% |
| Participant deferral / active EE | $5,922 | $3,972+49.1% | $4,953+19.6% | $4,212+40.6% |
| Admin fee / account holder | $4,943 | $10,091-51.0% | $11,989-58.8% | $7,344-32.7% |