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 | $76,783 | $58,627+31.0% | $76,735+0.1% | $82,448-6.9% |
| Participation rate | 92.6% | 63.2%+29.4pp | 69.5%+23.1pp | 68.1%+24.5pp |
| Annual return | 13.12% | 39.10%-26.0pp | 29.77%-16.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,721 | $1,729+115.2% | $2,454+51.6% | $2,551+45.8% |
| Participant deferral / active EE | $5,634 | $3,134+79.8% | $4,088+37.8% | $4,139+36.1% |
| Admin fee / account holder | $7,182 | $5,323+34.9% | $7,189-0.1% | $7,234-0.7% |