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 | $102,513 | $52,279+96.1% | $89,391+14.7% | $79,858+28.4% |
| Participation rate | 71.7% | 57.5%+14.1pp | 68.0%+3.7pp | 69.6%+2.0pp |
| Annual return | 15.55% | 22.16%-6.6pp | 245.62%-230.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,513 | $1,572+59.9% | $2,586-2.8% | $2,471+1.7% |
| Participant deferral / active EE | $4,916 | $2,740+79.4% | $3,890+26.4% | $3,740+31.4% |
| Admin fee / account holder | $7,338 | $3,356+118.6% | $4,881+50.3% | $5,306+38.3% |