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 | $206,477 | $109,881+87.9% | $150,045+37.6% | $84,808+143.5% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 17.03% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,620 | $3,561+29.7% | $4,693-1.6% | $2,631+75.6% |
| Participant deferral / active EE | $9,996 | $6,636+50.6% | $7,997+25.0% | $4,212+137.3% |
| Admin fee / account holder | $12,258 | $8,568+43.1% | $13,435-8.8% | $7,344+66.9% |