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 | $92,072 | $72,277+27.4% | $101,248-9.1% | $79,858+15.3% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 15.53% | 22.30%-6.8pp | 46.47%-30.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,632 | $2,692+34.9% | $3,660-0.8% | $2,471+47.0% |
| Participant deferral / active EE | $7,608 | $3,282+131.8% | $4,370+74.1% | $3,740+103.4% |
| Admin fee / account holder | $412 | $4,400-90.6% | $5,945-93.1% | $5,306-92.2% |