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 | $100,473 | $91,190+10.2% | $178,490-43.7% | $79,858+25.8% |
| Participation rate | 74.0% | 69.2%+4.8pp | 81.9%-7.9pp | 69.6%+4.4pp |
| Annual return | 22.05% | 24.19%-2.1pp | 151.07%-129.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $10,022 | $3,256+207.8% | $5,011+100.0% | $2,471+305.6% |
| Participant deferral / active EE | $4,200 | $3,236+29.8% | $5,202-19.3% | $3,740+12.3% |
| Admin fee / account holder | $2,312 | $6,751-65.7% | $13,984-83.5% | $5,306-56.4% |