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 | $36,384 | $109,881-66.9% | $150,045-75.8% | $84,808-57.1% |
| Participation rate | 82.6% | 76.1%+6.5pp | 82.3%+0.3pp | 68.3%+14.3pp |
| Annual return | 18.66% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,371 | $3,561-5.3% | $4,693-28.2% | $2,631+28.1% |
| Participant deferral / active EE | $7,346 | $6,636+10.7% | $7,997-8.1% | $4,212+74.4% |
| Admin fee / account holder | $3,291 | $8,568-61.6% | $13,435-75.5% | $7,344-55.2% |