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 9-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 | $130,452 | $74,927+74.1% | $101,794+28.2% | $84,808+53.8% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.2%+8.0pp | 68.3%+8.8pp |
| Annual return | 15.88% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,730 | $1,522+13.7% | $2,289-24.4% | $2,631-34.2% |
| Participant deferral / active EE | $5,749 | $3,099+85.5% | $4,084+40.8% | $4,212+36.5% |
| Admin fee / account holder | $6,704 | $6,514+2.9% | $8,777-23.6% | $7,344-8.7% |