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 6-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 | $82,708 | $100,923-18.0% | $150,045-44.9% | $74,304+11.3% |
| Participation rate | 71.2% | 70.1%+1.1pp | 82.3%-11.2pp | 60.3%+10.8pp |
| Annual return | 15.73% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,503 | $3,463+1.1% | $4,693-25.4% | $2,241+56.3% |
| Participant deferral / active EE | $7,002 | $6,709+4.4% | $7,997-12.4% | $3,767+85.9% |
| Admin fee / account holder | $4,695 | $2,767+69.7% | $13,435-65.1% | $2,969+58.1% |