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 | $63,218 | $87,870-28.1% | $113,168-44.1% | $74,304-14.9% |
| Participation rate | 75.0% | 70.7%+4.3pp | 76.6%-1.6pp | 60.3%+14.7pp |
| Annual return | 19.41% | 26.44%-7.0pp | 24.27%-4.9pp | 29.43%-10.0pp |
| Employer contribution / active EE | $2,392 | $2,277+5.0% | $2,975-19.6% | $2,241+6.7% |
| Participant deferral / active EE | $6,237 | $4,241+47.1% | $5,107+22.1% | $3,767+65.6% |
| Admin fee / account holder | $1,316 | $3,368-60.9% | $12,068-89.1% | $2,969-55.7% |