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 | $82,997 | $89,355-7.1% | $141,162-41.2% | $72,985+13.7% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.2pp | 69.5%+21.2pp |
| Annual return | 21.58% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,161 | $3,114-62.7% | $4,735-75.5% | $2,440-52.4% |
| Participant deferral / active EE | $6,977 | $5,418+28.8% | $6,709+4.0% | $3,607+93.4% |
| Admin fee / account holder | $2,332 | $5,958-60.9% | $10,261-77.3% | $5,124-54.5% |