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 | $140,603 | $117,983+19.2% | $101,794+38.1% | $142,382-1.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 12.87% | 36.92%-24.0pp | 30.53%-17.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,039 | $2,773-62.5% | $2,289-54.6% | $4,299-75.8% |
| Participant deferral / active EE | $2,697 | $4,714-42.8% | $4,084-34.0% | $6,507-58.6% |
| Admin fee / account holder | $826 | $10,433-92.1% | $8,777-90.6% | $12,624-93.5% |