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 | $127,579 | $93,571+36.3% | $135,903-6.1% | $75,163+69.7% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.8pp | 67.2%+20.6pp |
| Annual return | 24.22% | 30.90%-6.7pp | 68.23%-44.0pp | 160.62%-136.4pp |
| Employer contribution / active EE | $7,388 | $3,537+108.9% | $4,856+52.1% | $2,670+176.7% |
| Participant deferral / active EE | $10,641 | $6,404+66.2% | $7,758+37.2% | $4,125+158.0% |
| Admin fee / account holder | $6,564 | $6,975-5.9% | $10,762-39.0% | $5,651+16.1% |