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 8-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 | $60,829 | $106,749-43.0% | $145,433-58.2% | $82,448-26.2% |
| Participation rate | 84.5% | 75.6%+8.8pp | 82.1%+2.4pp | 68.1%+16.4pp |
| Annual return | 16.30% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,140 | $3,444-8.8% | $4,554-31.0% | $2,551+23.1% |
| Participant deferral / active EE | $9,415 | $6,519+44.4% | $7,897+19.2% | $4,139+127.4% |
| Admin fee / account holder | $11,746 | $8,390+40.0% | $13,129-10.5% | $7,234+62.4% |