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 | $234,025 | $214,378+9.2% | $200,582+16.7% | $142,382+64.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 16.27% | 46.41%-30.1pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,576 | $6,841-18.5% | $6,419-13.1% | $4,299+29.7% |
| Participant deferral / active EE | $7,842 | $9,865-20.5% | $9,331-16.0% | $6,507+20.5% |
| Admin fee / account holder | $4,540 | $17,692-74.3% | $16,305-72.2% | $12,624-64.0% |