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 | $75,363 | $100,326-24.9% | $180,183-58.2% | $84,808-11.1% |
| Participation rate | 74.2% | 71.0%+3.2pp | 77.4%-3.2pp | 68.3%+5.9pp |
| Annual return | 17.14% | 17.86%-0.7pp | 27.86%-10.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,196 | $3,269+28.4% | $5,039-16.7% | $2,631+59.5% |
| Participant deferral / active EE | $6,687 | $5,066+32.0% | $6,822-2.0% | $4,212+58.8% |
| Admin fee / account holder | $4,353 | $9,674-55.0% | $19,975-78.2% | $7,344-40.7% |