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 | $178,564 | $148,534+20.2% | $135,903+31.4% | $139,434+28.1% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 15.03% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $8,877 | $5,243+69.3% | $4,856+82.8% | $4,751+86.9% |
| Participant deferral / active EE | $7,728 | $8,100-4.6% | $7,758-0.4% | $6,710+15.2% |
| Admin fee / account holder | $6,836 | $12,400-44.9% | $10,762-36.5% | $11,403-40.0% |