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 8-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 | $74,690 | $108,825-31.4% | $156,181-52.2% | $82,448-9.4% |
| Participation rate | 78.0% | 72.4%+5.6pp | 78.8%-0.8pp | 68.1%+9.9pp |
| Annual return | 22.42% | 20.59%+1.8pp | 64.87%-42.5pp | 41.64%-19.2pp |
| Employer contribution / active EE | $6,550 | $2,870+128.2% | $4,294+52.5% | $2,551+156.8% |
| Participant deferral / active EE | $7,173 | $4,577+56.7% | $6,132+17.0% | $4,139+73.3% |
| Admin fee / account holder | $3,772 | $9,341-59.6% | $14,586-74.1% | $7,234-47.9% |