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 | $104,376 | $86,929+20.1% | $102,423+1.9% | $80,856+29.1% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.6%+29.7pp |
| Annual return | 12.20% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,381 | $2,369+0.5% | $3,023-21.2% | $2,755-13.6% |
| Participant deferral / active EE | $5,684 | $4,118+38.0% | $5,053+12.5% | $4,296+32.3% |
| Admin fee / account holder | $3,228 | $8,049-59.9% | $9,451-65.8% | $6,918-53.3% |