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 8-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 | $56,583 | $91,552-38.2% | $133,956-57.8% | $79,858-29.1% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 22.20% | 61.85%-39.6pp | 45.09%-22.9pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,166 | $2,384-51.1% | $3,919-70.2% | $2,471-52.8% |
| Participant deferral / active EE | $4,390 | $3,733+17.6% | $5,048-13.0% | $3,740+17.4% |
| Admin fee / account holder | $1,037 | $6,321-83.6% | $8,927-88.4% | $5,306-80.5% |