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 | $155,212 | $109,881+41.3% | $150,045+3.4% | $84,808+83.0% |
| Participation rate | 94.6% | 76.1%+18.6pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 18.11% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,120 | $3,561-68.6% | $4,693-76.1% | $2,631-57.4% |
| Participant deferral / active EE | $13,547 | $6,636+104.2% | $7,997+69.4% | $4,212+221.7% |
| Admin fee / account holder | $22,421 | $8,568+161.7% | $13,435+66.9% | $7,344+205.3% |