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 6-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 | $105,836 | $66,098+60.1% | $101,794+4.0% | $74,304+42.4% |
| Participation rate | 73.0% | 53.8%+19.2pp | 69.2%+3.8pp | 60.3%+12.7pp |
| Annual return | 16.92% | 19.59%-2.7pp | 30.53%-13.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,202 | $1,082+103.6% | $2,289-3.8% | $2,241-1.7% |
| Participant deferral / active EE | $5,859 | $2,781+110.7% | $4,084+43.5% | $3,767+55.5% |
| Admin fee / account holder | $4,103 | $4,146-1.0% | $8,777-53.3% | $2,969+38.2% |