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 6-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 | $85,726 | $49,915+71.7% | $154,803-44.6% | $74,304+15.4% |
| Participation rate | 74.6% | 54.0%+20.6pp | 78.1%-3.5pp | 60.3%+14.2pp |
| Annual return | 35.26% | 34.06%+1.2pp | 58.88%-23.6pp | 29.43%+5.8pp |
| Employer contribution / active EE | $2,719 | $1,611+68.7% | $4,305-36.9% | $2,241+21.3% |
| Participant deferral / active EE | $5,504 | $2,255+144.1% | $5,540-0.7% | $3,767+46.1% |
| Admin fee / account holder | $1,553 | $2,189-29.0% | $14,329-89.2% | $2,969-47.7% |