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 | $101,970 | $74,888+36.2% | $71,209+43.2% | $142,382-28.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 19.78% | 345.14%-325.4pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,689 | $2,854-5.8% | $2,721-1.2% | $4,299-37.5% |
| Participant deferral / active EE | $10,353 | $4,454+132.4% | $4,175+148.0% | $6,507+59.1% |
| Admin fee / account holder | $641 | $5,568-88.5% | $5,349-88.0% | $12,624-94.9% |