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 6-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 | $93,438 | $112,750-17.1% | $103,464-9.7% | $74,546+25.3% |
| Participation rate | 88.7% | 80.9%+7.9pp | 80.5%+8.2pp | 67.2%+21.5pp |
| Annual return | 27.69% | 23.22%+4.5pp | 23.91%+3.8pp | 1366.03%-1338.3pp |
| Employer contribution / active EE | $7,880 | $4,880+61.5% | $4,677+68.5% | $2,624+200.3% |
| Participant deferral / active EE | $15,526 | $7,289+113.0% | $6,624+134.4% | $4,347+257.1% |
| Admin fee / account holder | $2,934 | $1,702+72.4% | $9,410-68.8% | $1,944+50.9% |