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 | $126,123 | $109,881+14.8% | $150,045-15.9% | $84,808+48.7% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,382 | $3,561-5.0% | $4,693-27.9% | $2,631+28.6% |
| Participant deferral / active EE | $12,110 | $6,636+82.5% | $7,997+51.4% | $4,212+187.5% |
| Admin fee / account holder | $4,762 | $8,568-44.4% | $13,435-64.6% | $7,344-35.2% |