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 | $109,393 | $100,923+8.4% | $150,045-27.1% | $74,304+47.2% |
| Participation rate | 83.7% | 70.1%+13.6pp | 82.3%+1.3pp | 60.3%+23.3pp |
| Annual return | 25.85% | 51.77%-25.9pp | 62.55%-36.7pp | 29.43%-3.6pp |
| Employer contribution / active EE | $4,424 | $3,463+27.7% | $4,693-5.7% | $2,241+97.4% |
| Participant deferral / active EE | $8,387 | $6,709+25.0% | $7,997+4.9% | $3,767+122.6% |
| Admin fee / account holder | $994 | $2,767-64.1% | $13,435-92.6% | $2,969-66.5% |