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 | $90,256 | $81,460+10.8% | $103,333-12.7% | $80,856+11.6% |
| Participation rate | 77.1% | 66.8%+10.3pp | 74.5%+2.6pp | 67.6%+9.5pp |
| Annual return | 12.76% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,410 | $3,105-22.4% | $3,868-37.7% | $2,755-12.5% |
| Participant deferral / active EE | $6,192 | $3,869+60.1% | $5,057+22.4% | $4,296+44.1% |
| Admin fee / account holder | $5,945 | $6,566-9.5% | $8,355-28.8% | $6,918-14.1% |