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 | $150,445 | $80,717+86.4% | $154,803-2.8% | $84,808+77.4% |
| Participation rate | 74.2% | 66.8%+7.4pp | 78.1%-3.9pp | 68.3%+5.9pp |
| Annual return | 16.01% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,651 | $2,761-4.0% | $4,305-38.4% | $2,631+0.8% |
| Participant deferral / active EE | $5,827 | $3,303+76.4% | $5,540+5.2% | $4,212+38.4% |
| Admin fee / account holder | $1,280 | $6,746-81.0% | $14,329-91.1% | $7,344-82.6% |