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 7-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 | $54,877 | $106,515-48.5% | $96,683-43.2% | $139,434-60.6% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 16.70% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,964 | $4,103-27.8% | $3,737-20.7% | $4,751-37.6% |
| Participant deferral / active EE | $6,691 | $5,454+22.7% | $4,878+37.2% | $6,710-0.3% |
| Admin fee / account holder | $11,117 | $7,877+41.1% | $6,730+65.2% | $11,403-2.5% |