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 8-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 | $129,735 | $86,929+49.2% | $102,423+26.7% | $80,856+60.5% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.6%+10.7pp |
| Annual return | 20.08% | 18.88%+1.2pp | 29.32%-9.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $4,784 | $2,369+101.9% | $3,023+58.2% | $2,755+73.7% |
| Participant deferral / active EE | $10,703 | $4,118+159.9% | $5,053+111.8% | $4,296+149.2% |
| Admin fee / account holder | $605 | $8,049-92.5% | $9,451-93.6% | $6,918-91.2% |