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 | $112,222 | $72,492+54.8% | $87,100+28.8% | $72,985+53.8% |
| Participation rate | 79.5% | 72.8%+6.6pp | 76.9%+2.6pp | 69.5%+10.0pp |
| Annual return | 25.09% | 24.46%+0.6pp | 28.19%-3.1pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,260 | $1,894-33.5% | $2,521-50.0% | $2,440-48.3% |
| Participant deferral / active EE | $3,562 | $3,270+9.0% | $4,049-12.0% | $3,607-1.3% |
| Admin fee / account holder | $6,398 | $5,055+26.6% | $7,497-14.7% | $5,124+24.9% |