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 8-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 | $97,140 | $49,657+95.6% | $93,063+4.4% | $67,986+42.9% |
| Participation rate | 85.7% | 49.9%+35.8pp | 72.1%+13.6pp | 57.2%+28.5pp |
| Annual return | 20.64% | 26.27%-5.6pp | 34.15%-13.5pp | 31.67%-11.0pp |
| Employer contribution / active EE | $3,948 | $1,279+208.8% | $2,476+59.4% | $2,019+95.5% |
| Participant deferral / active EE | $8,388 | $2,484+237.7% | $3,958+111.9% | $3,358+149.8% |
| Admin fee / account holder | $13,947 | $2,843+390.6% | $6,033+131.2% | $3,203+335.4% |