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 | $69,185 | $65,395+5.8% | $182,532-62.1% | $72,985-5.2% |
| Participation rate | 93.2% | 65.4%+27.7pp | 78.0%+15.2pp | 69.5%+23.7pp |
| Annual return | 26.60% | 27.68%-1.1pp | 148.54%-121.9pp | 81.00%-54.4pp |
| Employer contribution / active EE | $3,790 | $1,911+98.3% | $4,076-7.0% | $2,440+55.3% |
| Participant deferral / active EE | $8,861 | $3,563+148.7% | $5,524+60.4% | $3,607+145.6% |
| Admin fee / account holder | $2,765 | $4,245-34.9% | $8,592-67.8% | $5,124-46.0% |