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 | $77,593 | $93,571-17.1% | $135,903-42.9% | $75,163+3.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 18.30% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $6,636 | $3,537+87.6% | $4,856+36.6% | $2,670+148.5% |
| Participant deferral / active EE | $11,386 | $6,404+77.8% | $7,758+46.8% | $4,125+176.0% |
| Admin fee / account holder | $5,044 | $6,975-27.7% | $10,762-53.1% | $5,651-10.7% |