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 | $104,650 | $71,050+47.3% | $93,606+11.8% | $80,856+29.4% |
| Participation rate | 84.2% | 60.4%+23.8pp | 68.7%+15.5pp | 67.6%+16.6pp |
| Annual return | 14.79% | 11.26%+3.5pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,344 | $1,564-14.1% | $2,420-44.5% | $2,755-51.2% |
| Participant deferral / active EE | $4,590 | $4,034+13.8% | $4,411+4.1% | $4,296+6.9% |
| Admin fee / account holder | $9,901 | $6,945+42.6% | $8,285+19.5% | $6,918+43.1% |