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 | $81,795 | $77,164+6.0% | $178,014-54.1% | $80,874+1.1% |
| Participation rate | 73.2% | 65.7%+7.5pp | 77.1%-3.9pp | 67.6%+5.5pp |
| Annual return | 17.28% | 18.09%-0.8pp | 294.80%-277.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $766 | $2,288-66.5% | $3,950-80.6% | $2,756-72.2% |
| Participant deferral / active EE | $4,147 | $4,408-5.9% | $6,276-33.9% | $4,297-3.5% |
| Admin fee / account holder | $345 | $7,164-95.2% | $10,362-96.7% | $6,935-95.0% |