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 | $86,927 | $109,881-20.9% | $150,045-42.1% | $84,808+2.5% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 20.00% | 28.25%-8.2pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,686 | $3,561+3.5% | $4,693-21.5% | $2,631+40.1% |
| Participant deferral / active EE | $9,226 | $6,636+39.0% | $7,997+15.4% | $4,212+119.1% |
| Admin fee / account holder | $2,821 | $8,568-67.1% | $13,435-79.0% | $7,344-61.6% |