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 | $76,407+28.9% | $150,298-34.5% | $82,448+19.4% |
| Participation rate | 76.7% | 66.4%+10.3pp | 77.8%-1.0pp | 68.1%+8.7pp |
| Annual return | 16.27% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,867 | $2,614+86.2% | $4,154+17.2% | $2,551+90.8% |
| Participant deferral / active EE | $7,708 | $3,214+139.8% | $5,453+41.4% | $4,139+86.2% |
| Admin fee / account holder | $8,380 | $6,352+31.9% | $14,116-40.6% | $7,234+15.8% |