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 | $77,310 | $64,480+19.9% | $81,382-5.0% | $80,856-4.4% |
| Participation rate | 95.9% | 63.9%+32.0pp | 69.5%+26.4pp | 67.6%+28.3pp |
| Annual return | 14.55% | 16.34%-1.8pp | 24.73%-10.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,039 | $1,978+154.7% | $2,463+104.6% | $2,755+82.9% |
| Participant deferral / active EE | $10,934 | $3,094+253.4% | $3,883+181.6% | $4,296+154.5% |
| Admin fee / account holder | $16,027 | $5,671+182.6% | $5,768+177.8% | $6,918+131.7% |