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 | $76,625 | $132,049-42.0% | $200,582-61.8% | $74,304+3.1% |
| Participation rate | 98.2% | 84.1%+14.1pp | 86.9%+11.3pp | 60.3%+37.8pp |
| Annual return | 38.60% | 22.22%+16.4pp | 42.33%-3.7pp | 29.43%+9.2pp |
| Employer contribution / active EE | $6,774 | $4,558+48.6% | $6,419+5.5% | $2,241+202.2% |
| Participant deferral / active EE | $11,583 | $7,213+60.6% | $9,331+24.1% | $3,767+207.5% |
| Admin fee / account holder | $7,150 | $2,405+197.3% | $16,305-56.1% | $2,969+140.8% |