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 7-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 | $86,907 | $85,022+2.2% | $70,515+23.2% | $139,434-37.7% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.3%+10.2pp | 80.3%-1.7pp |
| Annual return | 24.41% | 30.38%-6.0pp | 32.77%-8.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,591 | $3,909-59.3% | $2,973-46.5% | $4,751-66.5% |
| Participant deferral / active EE | $7,178 | $5,890+21.9% | $4,567+57.2% | $6,710+7.0% |
| Admin fee / account holder | $4,418 | $8,906-50.4% | $6,412-31.1% | $11,403-61.3% |