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 | $125,787 | $76,367+64.7% | $93,606+34.4% | $72,985+72.3% |
| Participation rate | 77.1% | 71.7%+5.4pp | 75.8%+1.3pp | 69.5%+7.7pp |
| Annual return | 22.14% | 25.82%-3.7pp | 32.76%-10.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $4,635 | $2,275+103.7% | $2,718+70.5% | $2,440+90.0% |
| Participant deferral / active EE | $7,902 | $3,538+123.3% | $4,069+94.2% | $3,607+119.0% |
| Admin fee / account holder | $29,292 | $6,838+328.4% | $7,888+271.3% | $5,124+471.6% |