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 | $89,415 | $72,492+23.3% | $87,100+2.7% | $72,985+22.5% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 24.56% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,888 | $1,894-0.3% | $2,521-25.1% | $2,440-22.6% |
| Participant deferral / active EE | $7,702 | $3,270+135.6% | $4,049+90.2% | $3,607+113.5% |
| Admin fee / account holder | $15,586 | $5,055+208.3% | $7,497+107.9% | $5,124+204.2% |