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 | $94,127 | $61,605+52.8% | $112,229-16.1% | $75,163+25.2% |
| Participation rate | 91.4% | 61.7%+29.7pp | 72.4%+19.0pp | 67.2%+24.2pp |
| Annual return | 20.87% | 28.47%-7.6pp | 30.20%-9.3pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,442 | $2,015+70.8% | $3,430+0.3% | $2,670+28.9% |
| Participant deferral / active EE | $5,847 | $3,108+88.1% | $4,798+21.9% | $4,125+41.7% |
| Admin fee / account holder | $3,033 | $4,862-37.6% | $7,748-60.9% | $5,651-46.3% |