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 | $201,694 | $148,978+35.4% | $200,582+0.6% | $84,808+137.8% |
| Participation rate | 72.0% | 84.2%-12.2pp | 86.9%-14.9pp | 68.3%+3.7pp |
| Annual return | 16.95% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,058 | $4,815-57.3% | $6,419-67.9% | $2,631-21.8% |
| Participant deferral / active EE | $3,292 | $7,142-53.9% | $9,331-64.7% | $4,212-21.8% |
| Admin fee / account holder | $4,879 | $13,977-65.1% | $16,305-70.1% | $7,344-33.6% |