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 | $93,721 | $46,553+101.3% | $64,056+46.3% | $75,163+24.7% |
| Participation rate | 84.4% | 65.9%+18.4pp | 72.3%+12.1pp | 67.2%+17.2pp |
| Annual return | 16.66% | 26.03%-9.4pp | 33.69%-17.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,914 | $1,974+148.9% | $2,747+78.9% | $2,670+84.0% |
| Participant deferral / active EE | $1,696 | $2,837-40.2% | $3,880-56.3% | $4,125-58.9% |
| Admin fee / account holder | $1,827 | $2,952-38.1% | $3,068-40.5% | $5,651-67.7% |