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 | $114,799 | $86,929+32.1% | $102,423+12.1% | $80,856+42.0% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 12.48% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,200 | $2,369+119.4% | $3,023+72.0% | $2,755+88.7% |
| Participant deferral / active EE | $7,422 | $4,118+80.2% | $5,053+46.9% | $4,296+72.8% |
| Admin fee / account holder | $4,566 | $8,049-43.3% | $9,451-51.7% | $6,918-34.0% |