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 | $84,334 | $109,881-23.2% | $150,045-43.8% | $84,808-0.6% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 21.43% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $6,235 | $3,561+75.1% | $4,693+32.9% | $2,631+137.0% |
| Participant deferral / active EE | $14,056 | $6,636+111.8% | $7,997+75.8% | $4,212+233.7% |
| Admin fee / account holder | $16,129 | $8,568+88.2% | $13,435+20.1% | $7,344+119.6% |