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 | $86,438 | $70,669+22.3% | $169,368-49.0% | $75,163+15.0% |
| Participation rate | 78.8% | 64.8%+14.0pp | 77.1%+1.7pp | 67.2%+11.6pp |
| Annual return | 17.21% | 36.36%-19.1pp | 405.60%-388.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,617 | $2,211+18.4% | $4,013-34.8% | $2,670-2.0% |
| Participant deferral / active EE | $5,702 | $4,311+32.3% | $6,221-8.4% | $4,125+38.2% |
| Admin fee / account holder | $9,514 | $5,402+76.1% | $9,003+5.7% | $5,651+68.4% |