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 8-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 | $122,231 | $67,606+80.8% | $82,313+48.5% | $70,131+74.3% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.9%+2.3pp | 69.5%+9.6pp |
| Annual return | 17.64% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,388 | $1,755-20.9% | $2,428-42.8% | $2,342-40.7% |
| Participant deferral / active EE | $6,415 | $2,987+114.8% | $3,706+73.1% | $3,332+92.6% |
| Admin fee / account holder | $11,834 | $4,512+162.3% | $5,608+111.0% | $4,645+154.8% |