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 | $123,202 | $67,606+82.2% | $82,313+49.7% | $70,131+75.7% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.8pp |
| Annual return | 17.21% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,958 | $1,755+68.5% | $2,428+21.8% | $2,342+26.3% |
| Participant deferral / active EE | $6,062 | $2,987+103.0% | $3,706+63.6% | $3,332+82.0% |
| Admin fee / account holder | $6,077 | $4,512+34.7% | $5,608+8.4% | $4,645+30.8% |