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 | $62,765 | $65,685-4.4% | $57,179+9.8% | $273,961-77.1% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 7.89% | 21.99%-14.1pp | 14.59%-6.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $7,203 | $3,279+119.7% | $2,682+168.5% | $4,869+47.9% |
| Participant deferral / active EE | $7,307 | $3,782+93.2% | $3,096+136.0% | $5,287+38.2% |
| Admin fee / account holder | $1,409 | $4,835-70.8% | $3,139-55.1% | $10,132-86.1% |