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 | $74,400 | $49,227+51.1% | $70,449+5.6% | $79,858-6.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 69.6%+27.2pp |
| Annual return | 16.57% | 30.06%-13.5pp | 109.03%-92.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $7,413 | $2,099+253.2% | $2,737+170.9% | $2,471+200.0% |
| Participant deferral / active EE | $6,002 | $2,768+116.9% | $3,709+61.8% | $3,740+60.5% |
| Admin fee / account holder | $10,584 | $2,878+267.8% | $3,845+175.3% | $5,306+99.5% |