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 | $93,190 | $79,944+16.6% | $98,439-5.3% | $75,163+24.0% |
| Participation rate | 92.9% | 70.4%+22.5pp | 75.2%+17.7pp | 67.2%+25.7pp |
| Annual return | 21.69% | 19.75%+1.9pp | 21.16%+0.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,696 | $2,264+151.6% | $3,048+86.9% | $2,670+113.4% |
| Participant deferral / active EE | $13,519 | $3,752+260.3% | $4,738+185.3% | $4,125+227.7% |
| Admin fee / account holder | $12,611 | $6,840+84.4% | $8,948+40.9% | $5,651+123.2% |