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 | $121,803 | $95,803+27.1% | $113,168+7.6% | $84,808+43.6% |
| Participation rate | 90.8% | 72.9%+17.9pp | 76.6%+14.2pp | 68.3%+22.5pp |
| Annual return | 20.06% | 25.00%-4.9pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,819 | $2,360+104.2% | $2,975+62.0% | $2,631+83.2% |
| Participant deferral / active EE | $11,714 | $4,242+176.1% | $5,107+129.4% | $4,212+178.1% |
| Admin fee / account holder | $2,490 | $8,989-72.3% | $12,068-79.4% | $7,344-66.1% |