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 | $101,814 | $83,477+22.0% | $125,175-18.7% | $72,985+39.5% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.5%+28.2pp |
| Annual return | 22.96% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,836 | $2,345-21.7% | $3,865-52.5% | $2,440-24.8% |
| Participant deferral / active EE | $5,667 | $3,585+58.0% | $4,937+14.8% | $3,607+57.1% |
| Admin fee / account holder | $7,055 | $5,517+27.9% | $9,702-27.3% | $5,124+37.7% |