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 | $206,373 | $109,881+87.8% | $150,045+37.5% | $84,808+143.3% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.1pp | 68.3%+2.0pp |
| Annual return | 17.58% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,095 | $3,561+99.2% | $4,693+51.2% | $2,631+169.7% |
| Participant deferral / active EE | $8,515 | $6,636+28.3% | $7,997+6.5% | $4,212+102.2% |
| Admin fee / account holder | $8,835 | $8,568+3.1% | $13,435-34.2% | $7,344+20.3% |