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 | $66,927 | $106,749-37.3% | $145,433-54.0% | $82,448-18.8% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 16.26% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $6,078 | $3,444+76.5% | $4,554+33.4% | $2,551+138.3% |
| Participant deferral / active EE | $4,119 | $6,519-36.8% | $7,897-47.8% | $4,139-0.5% |
| Admin fee / account holder | $2,353 | $8,390-72.0% | $13,129-82.1% | $7,234-67.5% |