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 | $129,598 | $78,422+65.3% | $95,952+35.1% | $79,858+62.3% |
| Participation rate | 77.6% | 73.5%+4.1pp | 77.1%+0.6pp | 69.6%+8.0pp |
| Annual return | 19.94% | 19.37%+0.6pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,490 | $1,945-23.4% | $2,541-41.4% | $2,471-39.7% |
| Participant deferral / active EE | $3,844 | $3,440+11.7% | $4,167-7.8% | $3,740+2.8% |
| Admin fee / account holder | $6,669 | $5,622+18.6% | $6,795-1.9% | $5,306+25.7% |