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 | $100,456 | $79,449+26.4% | $189,557-47.0% | $85,850+17.0% |
| Participation rate | 94.9% | 66.0%+28.9pp | 78.4%+16.4pp | 69.3%+25.6pp |
| Annual return | 17.23% | 18.45%-1.2pp | 64.17%-46.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $4,192 | $2,081+101.5% | $4,412-5.0% | $2,565+63.4% |
| Participant deferral / active EE | $11,401 | $4,051+181.4% | $6,174+84.7% | $3,952+188.5% |
| Admin fee / account holder | $6,220 | $5,377+15.7% | $9,807-36.6% | $6,260-0.6% |