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 | $80,333 | $83,477-3.8% | $125,175-35.8% | $72,985+10.1% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 19.14% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,282 | $2,345-45.3% | $3,865-66.8% | $2,440-47.5% |
| Participant deferral / active EE | $3,355 | $3,585-6.4% | $4,937-32.0% | $3,607-7.0% |
| Admin fee / account holder | $2,535 | $5,517-54.1% | $9,702-73.9% | $5,124-50.5% |