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 | $112,319 | $68,547+63.9% | $120,354-6.7% | $80,856+38.9% |
| Participation rate | 80.6% | 61.6%+19.0pp | 71.9%+8.6pp | 67.6%+12.9pp |
| Annual return | 17.14% | 23.60%-6.5pp | 107.15%-90.0pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,351 | $2,051+63.4% | $3,463-3.2% | $2,755+21.6% |
| Participant deferral / active EE | $6,659 | $3,173+109.8% | $4,991+33.4% | $4,296+55.0% |
| Admin fee / account holder | $1,551 | $5,732-72.9% | $9,423-83.5% | $6,918-77.6% |