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 | $54,854 | $142,424-61.5% | $100,534-45.4% | $74,304-26.2% |
| Participation rate | 93.4% | 79.6%+13.8pp | 80.6%+12.8pp | 60.3%+33.1pp |
| Annual return | 34.91% | 27.53%+7.4pp | 32.66%+2.2pp | 29.43%+5.5pp |
| Employer contribution / active EE | $7,981 | $5,555+43.7% | $4,346+83.6% | $2,241+256.1% |
| Participant deferral / active EE | $11,193 | $8,247+35.7% | $6,144+82.2% | $3,767+197.1% |
| Admin fee / account holder | $2,199 | $1,986+10.8% | $7,654-71.3% | $2,969-25.9% |