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 | $137,159 | $77,503+77.0% | $100,391+36.6% | $80,856+69.6% |
| Participation rate | 81.0% | 76.9%+4.0pp | 81.5%-0.5pp | 67.6%+13.3pp |
| Annual return | 20.77% | 37.20%-16.4pp | 49.20%-28.4pp | 35.59%-14.8pp |
| Employer contribution / active EE | $5,040 | $2,801+80.0% | $3,942+27.9% | $2,755+83.0% |
| Participant deferral / active EE | $6,300 | $6,820-7.6% | $8,082-22.0% | $4,296+46.7% |
| Admin fee / account holder | $11,291 | $5,897+91.5% | $7,899+42.9% | $6,918+63.2% |