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 | $206,848 | $148,978+38.8% | $200,582+3.1% | $84,808+143.9% |
| Participation rate | 97.1% | 84.2%+12.8pp | 86.9%+10.2pp | 68.3%+28.7pp |
| Annual return | 19.05% | 28.16%-9.1pp | 42.33%-23.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $7,373 | $4,815+53.1% | $6,419+14.9% | $2,631+180.2% |
| Participant deferral / active EE | $14,592 | $7,142+104.3% | $9,331+56.4% | $4,212+246.5% |
| Admin fee / account holder | $5,617 | $13,977-59.8% | $16,305-65.5% | $7,344-23.5% |