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 | $93,492 | $89,355+4.6% | $141,162-33.8% | $72,985+28.1% |
| Participation rate | 79.7% | 75.1%+4.5pp | 82.5%-2.8pp | 69.5%+10.2pp |
| Annual return | 20.93% | 111.85%-90.9pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,180 | $3,114+2.1% | $4,735-32.8% | $2,440+30.3% |
| Participant deferral / active EE | $7,045 | $5,418+30.0% | $6,709+5.0% | $3,607+95.3% |
| Admin fee / account holder | $10,060 | $5,958+68.9% | $10,261-2.0% | $5,124+96.3% |