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 | $116,541 | $109,881+6.1% | $150,045-22.3% | $84,808+37.4% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 15.06% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,516 | $3,561+111.1% | $4,693+60.1% | $2,631+185.7% |
| Participant deferral / active EE | $13,719 | $6,636+106.7% | $7,997+71.6% | $4,212+225.7% |
| Admin fee / account holder | $10,589 | $8,568+23.6% | $13,435-21.2% | $7,344+44.2% |