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 | $140,221 | $80,717+73.7% | $154,803-9.4% | $84,808+65.3% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 14.48% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,929 | $2,761+150.9% | $4,305+60.9% | $2,631+163.4% |
| Participant deferral / active EE | $10,815 | $3,303+227.4% | $5,540+95.2% | $4,212+156.8% |
| Admin fee / account holder | $23,676 | $6,746+251.0% | $14,329+65.2% | $7,344+222.4% |