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 | $150,815 | $86,929+73.5% | $102,423+47.2% | $80,856+86.5% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.6%+17.5pp |
| Annual return | 23.97% | 18.88%+5.1pp | 29.32%-5.4pp | 35.59%-11.6pp |
| Employer contribution / active EE | $2,579 | $2,369+8.8% | $3,023-14.7% | $2,755-6.4% |
| Participant deferral / active EE | $4,324 | $4,118+5.0% | $5,053-14.4% | $4,296+0.7% |
| Admin fee / account holder | $3,381 | $8,049-58.0% | $9,451-64.2% | $6,918-51.1% |