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 | $85,716 | $106,749-19.7% | $145,433-41.1% | $82,448+4.0% |
| Participation rate | 89.5% | 75.6%+13.8pp | 82.1%+7.4pp | 68.1%+21.4pp |
| Annual return | 19.27% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,808 | $3,444-18.5% | $4,554-38.3% | $2,551+10.1% |
| Participant deferral / active EE | $15,110 | $6,519+131.8% | $7,897+91.3% | $4,139+265.1% |
| Admin fee / account holder | $7,292 | $8,390-13.1% | $13,129-44.5% | $7,234+0.8% |