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 | $68,064 | $97,125-29.9% | $86,233-21.1% | $137,256-50.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 17.26% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,557 | $2,841+25.2% | $2,504+42.0% | $4,156-14.4% |
| Participant deferral / active EE | $8,699 | $5,180+67.9% | $4,559+90.8% | $6,407+35.8% |
| Admin fee / account holder | $9,137 | $9,725-6.0% | $8,342+9.5% | $12,270-25.5% |