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 | $99,886 | $80,673+23.8% | $101,326-1.4% | $84,808+17.8% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 25.17% | 38.95%-13.8pp | 36.82%-11.6pp | 40.90%-15.7pp |
| Employer contribution / active EE | $6,141 | $2,698+127.6% | $3,665+67.5% | $2,631+133.4% |
| Participant deferral / active EE | $23,686 | $6,840+246.3% | $7,994+196.3% | $4,212+462.4% |
| Admin fee / account holder | $20,770 | $12,784+62.5% | $11,185+85.7% | $7,344+182.8% |