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 | $83,055 | $72,492+14.6% | $87,100-4.6% | $72,985+13.8% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 29.05% | 24.46%+4.6pp | 28.19%+0.9pp | 81.00%-52.0pp |
| Employer contribution / active EE | $1,648 | $1,894-13.0% | $2,521-34.6% | $2,440-32.4% |
| Participant deferral / active EE | $4,281 | $3,270+30.9% | $4,049+5.7% | $3,607+18.7% |
| Admin fee / account holder | $2,194 | $5,055-56.6% | $7,497-70.7% | $5,124-57.2% |