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 | $129,267 | $106,749+21.1% | $145,433-11.1% | $82,448+56.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 17.73% | 27.59%-9.9pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,857 | $3,444-17.0% | $4,554-37.3% | $2,551+12.0% |
| Participant deferral / active EE | $6,280 | $6,519-3.7% | $7,897-20.5% | $4,139+51.7% |
| Admin fee / account holder | $19,898 | $8,390+137.2% | $13,129+51.6% | $7,234+175.0% |