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 | $139,244 | $95,803+45.3% | $113,168+23.0% | $84,808+64.2% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 19.20% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,495 | $2,360+5.7% | $2,975-16.1% | $2,631-5.2% |
| Participant deferral / active EE | $5,679 | $4,242+33.9% | $5,107+11.2% | $4,212+34.8% |
| Admin fee / account holder | $4,271 | $8,989-52.5% | $12,068-64.6% | $7,344-41.8% |