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 | $123,102 | $138,347-11.0% | $184,203-33.2% | $80,856+52.2% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | 17.68% | 20.02%-2.3pp | 28.81%-11.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $8,973 | $4,850+85.0% | $6,427+39.6% | $2,755+225.7% |
| Participant deferral / active EE | $19,167 | $7,071+171.1% | $9,131+109.9% | $4,296+346.2% |
| Admin fee / account holder | $748 | $10,483-92.9% | $13,901-94.6% | $6,918-89.2% |