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 8-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 | $119,785 | $76,407+56.8% | $150,298-20.3% | $82,448+45.3% |
| Participation rate | 84.6% | 66.4%+18.2pp | 77.8%+6.9pp | 68.1%+16.5pp |
| Annual return | 19.74% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,855 | $2,614+47.5% | $4,154-7.2% | $2,551+51.1% |
| Participant deferral / active EE | $8,461 | $3,214+163.2% | $5,453+55.2% | $4,139+104.4% |
| Admin fee / account holder | $1,805 | $6,352-71.6% | $14,116-87.2% | $7,234-75.1% |