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 | $65,791 | $106,749-38.4% | $145,433-54.8% | $82,448-20.2% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 26.86% | 27.59%-0.7pp | 66.58%-39.7pp | 41.64%-14.8pp |
| Employer contribution / active EE | $7,802 | $3,444+126.5% | $4,554+71.3% | $2,551+205.8% |
| Participant deferral / active EE | $20,661 | $6,519+217.0% | $7,897+161.6% | $4,139+399.1% |
| Admin fee / account holder | $6,556 | $8,390-21.9% | $13,129-50.1% | $7,234-9.4% |