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 | $55,981 | $123,793-54.8% | $177,821-68.5% | $79,858-29.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.7%-0.2pp | 69.6%+17.9pp |
| Annual return | 17.07% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $4,288 | $4,095+4.7% | $5,918-27.5% | $2,471+73.5% |
| Participant deferral / active EE | $7,489 | $5,956+25.7% | $7,714-2.9% | $3,740+100.2% |
| Admin fee / account holder | $762 | $7,243-89.5% | $12,427-93.9% | $5,306-85.6% |