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 | $96,997 | $49,227+97.0% | $70,449+37.7% | $79,858+21.5% |
| Participation rate | 97.0% | 69.2%+27.8pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 15.54% | 30.06%-14.5pp | 109.03%-93.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,514 | $2,099-27.9% | $2,737-44.7% | $2,471-38.7% |
| Participant deferral / active EE | $1,864 | $2,768-32.6% | $3,709-49.7% | $3,740-50.1% |
| Admin fee / account holder | $1,354 | $2,878-52.9% | $3,845-64.8% | $5,306-74.5% |