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 | $78,909 | $80,968-2.5% | $96,544-18.3% | $75,163+5.0% |
| Participation rate | 72.4% | 71.8%+0.7pp | 76.0%-3.5pp | 67.2%+5.3pp |
| Annual return | 15.31% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $5,565 | $2,282+143.9% | $2,965+87.7% | $2,670+108.4% |
| Participant deferral / active EE | $11,048 | $3,928+181.2% | $4,851+127.7% | $4,125+167.8% |
| Admin fee / account holder | $2,677 | $6,724-60.2% | $8,252-67.6% | $5,651-52.6% |