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 | $58,088 | $201,259-71.1% | $184,200-68.5% | $145,959-60.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 32.56% | 28.98%+3.6pp | 28.80%+3.8pp | 561.95%-529.4pp |
| Employer contribution / active EE | $10,150 | $7,018+44.6% | $6,424+58.0% | $4,661+117.8% |
| Participant deferral / active EE | $6,941 | $9,806-29.2% | $9,132-24.0% | $6,689+3.8% |
| Admin fee / account holder | $5,081 | $16,372-69.0% | $13,907-63.5% | $13,398-62.1% |