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 6-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 | $94,751 | $109,881-13.8% | $150,045-36.9% | $84,808+11.7% |
| Participation rate | 76.8% | 76.1%+0.7pp | 82.3%-5.5pp | 68.3%+8.5pp |
| Annual return | 24.41% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,881 | $3,561+9.0% | $4,693-17.3% | $2,631+47.5% |
| Participant deferral / active EE | $8,440 | $6,636+27.2% | $7,997+5.5% | $4,212+100.4% |
| Admin fee / account holder | $7,093 | $8,568-17.2% | $13,435-47.2% | $7,344-3.4% |