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 | $90,281 | $106,749-15.4% | $145,433-37.9% | $82,448+9.5% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 35.04% | 27.59%+7.4pp | 66.58%-31.5pp | 41.64%-6.6pp |
| Employer contribution / active EE | $5,213 | $3,444+51.4% | $4,554+14.5% | $2,551+104.4% |
| Participant deferral / active EE | $14,430 | $6,519+121.4% | $7,897+82.7% | $4,139+248.6% |
| Admin fee / account holder | $3,759 | $8,390-55.2% | $13,129-71.4% | $7,234-48.0% |