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 | $98,535 | $89,355+10.3% | $141,162-30.2% | $72,985+35.0% |
| Participation rate | 79.6% | 75.1%+4.5pp | 82.5%-2.9pp | 69.5%+10.1pp |
| Annual return | 20.61% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $7,637 | $3,114+145.2% | $4,735+61.3% | $2,440+213.0% |
| Participant deferral / active EE | $12,546 | $5,418+131.6% | $6,709+87.0% | $3,607+247.8% |
| Admin fee / account holder | $15,138 | $5,958+154.1% | $10,261+47.5% | $5,124+195.4% |