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 | $95,366 | $81,248+17.4% | $155,509-38.7% | $80,856+17.9% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 14.43% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,521 | $3,100+45.8% | $4,672-3.2% | $2,755+64.1% |
| Participant deferral / active EE | $10,923 | $3,452+216.5% | $5,626+94.1% | $4,296+154.3% |
| Admin fee / account holder | $5,536 | $7,997-30.8% | $15,912-65.2% | $6,918-20.0% |