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 | $84,889 | $53,822+57.7% | $75,696+12.1% | $85,850-1.1% |
| Participation rate | 91.4% | 69.1%+22.4pp | 74.8%+16.6pp | 69.3%+22.1pp |
| Annual return | 14.08% | 24.54%-10.5pp | 104.53%-90.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,680 | $2,017+82.5% | $2,743+34.2% | $2,565+43.4% |
| Participant deferral / active EE | $1,676 | $2,895-42.1% | $3,821-56.1% | $3,952-57.6% |
| Admin fee / account holder | $3,492 | $3,343+4.4% | $3,619-3.5% | $6,260-44.2% |