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 9-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 | $68,888 | $101,724-32.3% | $164,813-58.2% | $80,856-14.8% |
| Participation rate | 73.6% | 71.8%+1.8pp | 78.6%-5.0pp | 67.6%+6.0pp |
| Annual return | 11.40% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,230 | $2,953+43.2% | $4,341-2.6% | $2,755+53.5% |
| Participant deferral / active EE | $5,883 | $4,477+31.4% | $6,031-2.5% | $4,296+37.0% |
| Admin fee / account holder | $2,086 | $8,227-74.6% | $12,690-83.6% | $6,918-69.8% |