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 | $84,988 | $78,520+8.2% | $96,576-12.0% | $82,448+3.1% |
| Participation rate | 81.7% | 77.7%+4.0pp | 81.4%+0.2pp | 68.1%+13.6pp |
| Annual return | 17.44% | 41.30%-23.9pp | 38.47%-21.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $5,235 | $2,630+99.1% | $3,553+47.3% | $2,551+105.2% |
| Participant deferral / active EE | $11,993 | $6,754+77.6% | $7,956+50.7% | $4,139+189.7% |
| Admin fee / account holder | $8,810 | $13,455-34.5% | $11,381-22.6% | $7,234+21.8% |