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 | $80,673-6.6% | $101,326-25.6% | $84,808-11.1% |
| Participation rate | 88.5% | 77.8%+10.7pp | 81.5%+7.0pp | 68.3%+20.2pp |
| Annual return | 42.87% | 38.95%+3.9pp | 36.82%+6.1pp | 40.90%+2.0pp |
| Employer contribution / active EE | $4,570 | $2,698+69.4% | $3,665+24.7% | $2,631+73.7% |
| Participant deferral / active EE | $11,412 | $6,840+66.8% | $7,994+42.8% | $4,212+171.0% |
| Admin fee / account holder | $2,134 | $12,784-83.3% | $11,185-80.9% | $7,344-70.9% |