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 6-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 | $114,025 | $95,453+19.5% | $112,040+1.8% | $82,448+38.3% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.5%+17.7pp | 68.1%+26.1pp |
| Annual return | 12.58% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,302 | $2,318+42.5% | $2,954+11.8% | $2,551+29.4% |
| Participant deferral / active EE | $6,925 | $4,224+64.0% | $5,098+35.9% | $4,139+67.3% |
| Admin fee / account holder | $14,292 | $9,013+58.6% | $12,098+18.1% | $7,234+97.6% |