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 | $55,778 | $93,571-40.4% | $135,903-59.0% | $75,163-25.8% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 21.84% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,241 | $3,537+19.9% | $4,856-12.7% | $2,670+58.8% |
| Participant deferral / active EE | $8,909 | $6,404+39.1% | $7,758+14.8% | $4,125+116.0% |
| Admin fee / account holder | $1,707 | $6,975-75.5% | $10,762-84.1% | $5,651-69.8% |