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 6-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 | $75,386 | $78,520-4.0% | $96,576-21.9% | $82,448-8.6% |
| Participation rate | 88.5% | 77.7%+10.8pp | 81.4%+7.1pp | 68.1%+20.4pp |
| Annual return | 42.87% | 41.30%+1.6pp | 38.47%+4.4pp | 41.64%+1.2pp |
| Employer contribution / active EE | $4,570 | $2,630+73.8% | $3,553+28.6% | $2,551+79.1% |
| Participant deferral / active EE | $11,412 | $6,754+69.0% | $7,956+43.4% | $4,139+175.7% |
| Admin fee / account holder | $2,134 | $13,455-84.1% | $11,381-81.2% | $7,234-70.5% |