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 | $101,103 | $88,634+14.1% | $101,326-0.2% | $74,304+36.1% |
| Participation rate | 80.6% | 76.9%+3.7pp | 81.5%-0.9pp | 60.3%+20.2pp |
| Annual return | 20.78% | 33.10%-12.3pp | 36.82%-16.0pp | 29.43%-8.7pp |
| Employer contribution / active EE | $5,872 | $2,930+100.4% | $3,665+60.2% | $2,241+162.0% |
| Participant deferral / active EE | $12,044 | $7,322+64.5% | $7,994+50.7% | $3,767+219.7% |
| Admin fee / account holder | $6,603 | $2,425+172.3% | $11,185-41.0% | $2,969+122.4% |