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 | $90,281 | $109,881-17.8% | $150,045-39.8% | $84,808+6.5% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 35.04% | 28.25%+6.8pp | 62.55%-27.5pp | 40.90%-5.9pp |
| Employer contribution / active EE | $5,213 | $3,561+46.4% | $4,693+11.1% | $2,631+98.2% |
| Participant deferral / active EE | $14,430 | $6,636+117.5% | $7,997+80.4% | $4,212+242.6% |
| Admin fee / account holder | $3,759 | $8,568-56.1% | $13,435-72.0% | $7,344-48.8% |