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 | $141,480 | $92,985+52.2% | $153,485-7.8% | $80,856+75.0% |
| Participation rate | 98.4% | 69.0%+29.5pp | 77.1%+21.4pp | 67.6%+30.8pp |
| Annual return | 15.77% | 19.95%-4.2pp | 15.65%+0.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,817 | $3,507+37.3% | $5,039-4.4% | $2,755+74.8% |
| Participant deferral / active EE | $9,387 | $5,178+81.3% | $6,757+38.9% | $4,296+118.5% |
| Admin fee / account holder | $7,296 | $8,880-17.8% | $12,724-42.7% | $6,918+5.5% |