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 9-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 | $77,202 | $49,227+56.8% | $70,449+9.6% | $79,858-3.3% |
| Participation rate | 90.5% | 69.2%+21.3pp | 75.1%+15.4pp | 69.6%+20.8pp |
| Annual return | 21.92% | 30.06%-8.1pp | 109.03%-87.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,432 | $2,099+15.9% | $2,737-11.1% | $2,471-1.6% |
| Participant deferral / active EE | $3,703 | $2,768+33.8% | $3,709-0.2% | $3,740-1.0% |
| Admin fee / account holder | $8,443 | $2,878+193.4% | $3,845+119.6% | $5,306+59.1% |