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 | $72,395 | $79,944-9.4% | $98,439-26.5% | $75,163-3.7% |
| Participation rate | 95.0% | 70.4%+24.6pp | 75.2%+19.8pp | 67.2%+27.8pp |
| Annual return | 21.24% | 19.75%+1.5pp | 21.16%+0.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $5,800 | $2,264+156.2% | $3,048+90.3% | $2,670+117.2% |
| Participant deferral / active EE | $11,471 | $3,752+205.7% | $4,738+142.1% | $4,125+178.1% |
| Admin fee / account holder | $4,211 | $6,840-38.4% | $8,948-52.9% | $5,651-25.5% |