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 | $92,598 | $109,881-15.7% | $150,045-38.3% | $84,808+9.2% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 18.66% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,144 | $3,561+16.4% | $4,693-11.7% | $2,631+57.5% |
| Participant deferral / active EE | $7,139 | $6,636+7.6% | $7,997-10.7% | $4,212+69.5% |
| Admin fee / account holder | $3,556 | $8,568-58.5% | $13,435-73.5% | $7,344-51.6% |