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 | $88,692 | $93,571-5.2% | $135,903-34.7% | $75,163+18.0% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 21.50% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $10,525 | $3,537+197.6% | $4,856+116.7% | $2,670+294.2% |
| Participant deferral / active EE | $21,265 | $6,404+232.0% | $7,758+174.1% | $4,125+415.5% |
| Admin fee / account holder | $9,158 | $6,975+31.3% | $10,762-14.9% | $5,651+62.1% |