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 | $119,626 | $89,355+33.9% | $141,162-15.3% | $72,985+63.9% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 20.96% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,580 | $3,114-49.3% | $4,735-66.6% | $2,440-35.3% |
| Participant deferral / active EE | $6,766 | $5,418+24.9% | $6,709+0.8% | $3,607+87.6% |
| Admin fee / account holder | $3,409 | $5,958-42.8% | $10,261-66.8% | $5,124-33.5% |