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 | $84,988 | $80,673+5.3% | $101,326-16.1% | $84,808+0.2% |
| Participation rate | 81.7% | 77.8%+3.9pp | 81.5%+0.2pp | 68.3%+13.4pp |
| Annual return | 17.44% | 38.95%-21.5pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,235 | $2,698+94.1% | $3,665+42.8% | $2,631+99.0% |
| Participant deferral / active EE | $11,993 | $6,840+75.3% | $7,994+50.0% | $4,212+184.8% |
| Admin fee / account holder | $8,810 | $12,784-31.1% | $11,185-21.2% | $7,344+20.0% |