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 | $109,685 | $70,475+55.6% | $100,516+9.1% | $79,858+37.4% |
| Participation rate | 77.1% | 73.7%+3.4pp | 79.4%-2.3pp | 69.6%+7.5pp |
| Annual return | 14.17% | 21.90%-7.7pp | 30.89%-16.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,441 | $2,165+12.8% | $3,418-28.6% | $2,471-1.2% |
| Participant deferral / active EE | $8,412 | $5,181+62.4% | $6,270+34.2% | $3,740+124.9% |
| Admin fee / account holder | $5,468 | $4,478+22.1% | $8,081-32.3% | $5,306+3.0% |