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 | $109,881+17.6% | $150,045-13.8% | $84,808+52.4% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 17.73% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,857 | $3,561-19.8% | $4,693-39.1% | $2,631+8.6% |
| Participant deferral / active EE | $6,280 | $6,636-5.4% | $7,997-21.5% | $4,212+49.1% |
| Admin fee / account holder | $19,898 | $8,568+132.2% | $13,435+48.1% | $7,344+170.9% |