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 | $98,469 | $80,717+22.0% | $154,803-36.4% | $84,808+16.1% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.3pp | 68.3%+8.4pp |
| Annual return | 16.27% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,867 | $2,761+76.2% | $4,305+13.0% | $2,631+85.0% |
| Participant deferral / active EE | $7,708 | $3,303+133.3% | $5,540+39.1% | $4,212+83.0% |
| Admin fee / account holder | $8,380 | $6,746+24.2% | $14,329-41.5% | $7,344+14.1% |