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 | $132,371 | $109,881+20.5% | $150,045-11.8% | $84,808+56.1% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 20.56% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $5,205 | $3,561+46.2% | $4,693+10.9% | $2,631+97.8% |
| Participant deferral / active EE | $7,759 | $6,636+16.9% | $7,997-3.0% | $4,212+84.2% |
| Admin fee / account holder | $1,690 | $8,568-80.3% | $13,435-87.4% | $7,344-77.0% |