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 9-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 | $66,021 | $86,929-24.1% | $102,423-35.5% | $80,856-18.3% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.3pp |
| Annual return | 16.27% | 18.88%-2.6pp | 29.32%-13.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,653 | $2,369+96.4% | $3,023+53.9% | $2,755+68.9% |
| Participant deferral / active EE | $7,787 | $4,118+89.1% | $5,053+54.1% | $4,296+81.3% |
| Admin fee / account holder | $13,105 | $8,049+62.8% | $9,451+38.7% | $6,918+89.4% |