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 | $132,320 | $86,929+52.2% | $102,423+29.2% | $80,856+63.6% |
| Participation rate | 82.5% | 72.4%+10.1pp | 76.5%+6.0pp | 67.6%+14.9pp |
| Annual return | 21.69% | 18.88%+2.8pp | 29.32%-7.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $2,915 | $2,369+23.0% | $3,023-3.6% | $2,755+5.8% |
| Participant deferral / active EE | $6,821 | $4,118+65.6% | $5,053+35.0% | $4,296+58.8% |
| Admin fee / account holder | $5,630 | $8,049-30.0% | $9,451-40.4% | $6,918-18.6% |