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 | $81,561 | $48,046+69.8% | $84,611-3.6% | $72,985+11.8% |
| Participation rate | 71.9% | 57.6%+14.3pp | 68.2%+3.6pp | 69.5%+2.4pp |
| Annual return | 20.69% | 37.38%-16.7pp | 258.74%-238.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,303 | $1,602+43.8% | $2,652-13.1% | $2,440-5.6% |
| Participant deferral / active EE | $4,754 | $2,680+77.4% | $3,899+22.0% | $3,607+31.8% |
| Admin fee / account holder | $8,255 | $3,395+143.2% | $4,912+68.0% | $5,124+61.1% |