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 7-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 | $130,013 | $83,477+55.7% | $125,175+3.9% | $72,985+78.1% |
| Participation rate | 85.9% | 73.3%+12.6pp | 79.8%+6.2pp | 69.5%+16.5pp |
| Annual return | 19.67% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $6,723 | $2,345+186.7% | $3,865+73.9% | $2,440+175.6% |
| Participant deferral / active EE | $3,352 | $3,585-6.5% | $4,937-32.1% | $3,607-7.1% |
| Admin fee / account holder | $1,201 | $5,517-78.2% | $9,702-87.6% | $5,124-76.6% |