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 | $103,517 | $89,753+15.3% | $107,525-3.7% | $84,808+22.1% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 16.78% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,250 | $3,113+4.4% | $3,754-13.4% | $2,631+23.5% |
| Participant deferral / active EE | $7,282 | $4,056+79.5% | $5,116+42.4% | $4,212+72.9% |
| Admin fee / account holder | $28,223 | $7,222+290.8% | $8,919+216.4% | $7,344+284.3% |