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 | $173,198 | $131,893+31.3% | $303,047-42.8% | $116,875+48.2% |
| Participation rate | 90.2% | 79.5%+10.8pp | 87.1%+3.1pp | 74.5%+15.7pp |
| Annual return | 21.36% | 15.41%+6.0pp | 2.47%+18.9pp | 16.29%+5.1pp |
| Employer contribution / active EE | $3,485 | $3,467+0.5% | $7,418-53.0% | $3,288+6.0% |
| Participant deferral / active EE | $11,006 | $4,183+163.1% | $5,070+117.1% | $3,885+183.3% |
| Admin fee / account holder | $20,480 | $14,721+39.1% | $39,333-47.9% | $12,263+67.0% |