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 | $161,714 | $80,673+100.5% | $101,326+59.6% | $84,808+90.7% |
| Participation rate | 82.9% | 77.8%+5.1pp | 81.5%+1.4pp | 68.3%+14.6pp |
| Annual return | 15.62% | 38.95%-23.3pp | 36.82%-21.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,682 | $2,698+110.6% | $3,665+55.0% | $2,631+116.0% |
| Participant deferral / active EE | $7,742 | $6,840+13.2% | $7,994-3.2% | $4,212+83.8% |
| Admin fee / account holder | $7,758 | $12,784-39.3% | $11,185-30.6% | $7,344+5.6% |