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 | $108,119 | $88,042+22.8% | $138,135-21.7% | $79,858+35.4% |
| Participation rate | 89.1% | 71.4%+17.7pp | 78.7%+10.4pp | 69.6%+19.5pp |
| Annual return | 14.06% | 20.58%-6.5pp | 20.51%-6.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,019 | $3,103+29.5% | $5,587-28.1% | $2,471+62.7% |
| Participant deferral / active EE | $6,804 | $4,704+44.6% | $6,431+5.8% | $3,740+81.9% |
| Admin fee / account holder | $3,317 | $7,791-57.4% | $11,856-72.0% | $5,306-37.5% |