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 | $88,706 | $78,422+13.1% | $95,952-7.6% | $79,858+11.1% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 12.32% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,686 | $1,945-13.3% | $2,541-33.6% | $2,471-31.8% |
| Participant deferral / active EE | $4,895 | $3,440+42.3% | $4,167+17.5% | $3,740+30.9% |
| Admin fee / account holder | $8,961 | $5,622+59.4% | $6,795+31.9% | $5,306+68.9% |