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 | $87,455 | $76,367+14.5% | $93,606-6.6% | $72,985+19.8% |
| Participation rate | 91.5% | 71.7%+19.8pp | 75.8%+15.7pp | 69.5%+22.0pp |
| Annual return | 25.09% | 25.82%-0.7pp | 32.76%-7.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,056 | $2,275+78.3% | $2,718+49.2% | $2,440+66.2% |
| Participant deferral / active EE | $9,420 | $3,538+166.3% | $4,069+131.5% | $3,607+161.1% |
| Admin fee / account holder | $5,768 | $6,838-15.7% | $7,888-26.9% | $5,124+12.6% |