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 | $76,704 | $87,733-12.6% | $106,548-28.0% | $85,850-10.7% |
| Participation rate | 97.6% | 71.9%+25.6pp | 76.1%+21.4pp | 69.3%+28.2pp |
| Annual return | 16.12% | 21.86%-5.7pp | 26.80%-10.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $5,373 | $2,073+159.2% | $2,819+90.6% | $2,565+109.5% |
| Participant deferral / active EE | $10,650 | $3,469+207.0% | $4,398+142.2% | $3,952+169.5% |
| Admin fee / account holder | $9,927 | $6,767+46.7% | $7,407+34.0% | $6,260+58.6% |