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 | $74,274 | $57,065+30.2% | $75,670-1.8% | $70,131+5.9% |
| Participation rate | 94.9% | 68.1%+26.8pp | 72.3%+22.5pp | 69.5%+25.3pp |
| Annual return | 21.35% | 23.57%-2.2pp | 27.34%-6.0pp | 73.14%-51.8pp |
| Employer contribution / active EE | $9,075 | $1,817+399.6% | $2,352+285.9% | $2,342+287.4% |
| Participant deferral / active EE | $7,874 | $2,580+205.2% | $3,142+150.6% | $3,332+136.3% |
| Admin fee / account holder | $1,281 | $3,825-66.5% | $5,800-77.9% | $4,645-72.4% |