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 7-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 | $183,200 | $86,286+112.3% | $111,297+64.6% | $85,850+113.4% |
| Participation rate | 85.2% | 73.3%+11.9pp | 77.3%+7.9pp | 69.3%+15.9pp |
| Annual return | 11.45% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,676 | $2,043+31.0% | $2,731-2.0% | $2,565+4.3% |
| Participant deferral / active EE | $4,428 | $3,641+21.6% | $4,487-1.3% | $3,952+12.1% |
| Admin fee / account holder | $7,292 | $8,188-10.9% | $7,964-8.4% | $6,260+16.5% |