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 | $102,938 | $109,881-6.3% | $150,045-31.4% | $84,808+21.4% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 17.05% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,017 | $3,561+12.8% | $4,693-14.4% | $2,631+52.7% |
| Participant deferral / active EE | $12,271 | $6,636+84.9% | $7,997+53.4% | $4,212+191.4% |
| Admin fee / account holder | $1,139 | $8,568-86.7% | $13,435-91.5% | $7,344-84.5% |