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 | $115,732 | $74,927+54.5% | $101,794+13.7% | $84,808+36.5% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.2%+4.1pp | 68.3%+5.0pp |
| Annual return | 13.96% | 18.70%-4.7pp | 30.53%-16.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,208 | $1,522+45.1% | $2,289-3.5% | $2,631-16.1% |
| Participant deferral / active EE | $4,660 | $3,099+50.3% | $4,084+14.1% | $4,212+10.6% |
| Admin fee / account holder | $8,404 | $6,514+29.0% | $8,777-4.2% | $7,344+14.4% |