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 | $194,996 | $146,267+33.3% | $197,124-1.1% | $82,448+136.5% |
| Participation rate | 96.8% | 84.0%+12.8pp | 86.7%+10.1pp | 68.1%+28.7pp |
| Annual return | 15.15% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $8,057 | $4,723+70.6% | $6,227+29.4% | $2,551+215.8% |
| Participant deferral / active EE | $15,528 | $7,035+120.7% | $9,135+70.0% | $4,139+275.1% |
| Admin fee / account holder | $19,797 | $14,422+37.3% | $16,298+21.5% | $7,234+173.7% |