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 8-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 | $141,902 | $86,929+63.2% | $102,423+38.5% | $80,856+75.5% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.9pp |
| Annual return | 13.68% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,849 | $2,369+62.5% | $3,023+27.3% | $2,755+39.7% |
| Participant deferral / active EE | $4,287 | $4,118+4.1% | $5,053-15.2% | $4,296-0.2% |
| Admin fee / account holder | $7,088 | $8,049-11.9% | $9,451-25.0% | $6,918+2.5% |