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 | $88,587 | $72,012+23.0% | $185,823-52.3% | $79,858+10.9% |
| Participation rate | 96.6% | 65.8%+30.8pp | 78.0%+18.6pp | 69.6%+27.0pp |
| Annual return | 29.92% | 23.12%+6.8pp | 35.95%-6.0pp | 31.71%-1.8pp |
| Employer contribution / active EE | $1,285 | $1,965-34.6% | $4,087-68.6% | $2,471-48.0% |
| Participant deferral / active EE | $5,732 | $3,779+51.7% | $5,632+1.8% | $3,740+53.3% |
| Admin fee / account holder | $1,494 | $4,513-66.9% | $9,500-84.3% | $5,306-71.8% |