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 5-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 | $76,391 | $86,929-12.1% | $102,423-25.4% | $80,856-5.5% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.6%+20.9pp |
| Annual return | 23.10% | 18.88%+4.2pp | 29.32%-6.2pp | 35.59%-12.5pp |
| Employer contribution / active EE | $3,115 | $2,369+31.5% | $3,023+3.0% | $2,755+13.1% |
| Participant deferral / active EE | $8,530 | $4,118+107.1% | $5,053+68.8% | $4,296+98.6% |
| Admin fee / account holder | $9,996 | $8,049+24.2% | $9,451+5.8% | $6,918+44.5% |