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 | $81,446+10.8% | $103,374-12.7% | $80,874+11.6% |
| Participation rate | 77.1% | 66.9%+10.3pp | 74.5%+2.6pp | 67.6%+9.5pp |
| Annual return | 12.76% | 25.57%-12.8pp | 24.89%-12.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,410 | $3,107-22.4% | $3,869-37.7% | $2,756-12.5% |
| Participant deferral / active EE | $6,192 | $3,870+60.0% | $5,058+22.4% | $4,297+44.1% |
| Admin fee / account holder | $5,945 | $6,715-11.5% | $8,394-29.2% | $6,935-14.3% |