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 | $177,942 | $148,978+19.4% | $200,582-11.3% | $84,808+109.8% |
| Participation rate | 80.5% | 84.2%-3.7pp | 86.9%-6.4pp | 68.3%+12.2pp |
| Annual return | 17.75% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,493 | $4,815-27.5% | $6,419-45.6% | $2,631+32.8% |
| Participant deferral / active EE | $7,298 | $7,142+2.2% | $9,331-21.8% | $4,212+73.3% |
| Admin fee / account holder | $6,938 | $13,977-50.4% | $16,305-57.5% | $7,344-5.5% |