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 | $101,502 | $60,349+68.2% | $74,183+36.8% | $62,891+61.4% |
| Participation rate | 97.9% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 7.22% | 21.37%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,688 | $1,680+179.0% | $2,370+97.8% | $2,281+105.5% |
| Participant deferral / active EE | $3,885 | $2,856+36.0% | $3,550+9.5% | $3,203+21.3% |
| Admin fee / account holder | $6,296 | $4,261+47.7% | $5,586+12.7% | $4,296+46.6% |