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 | $79,839 | $109,881-27.3% | $150,045-46.8% | $84,808-5.9% |
| Participation rate | 81.1% | 76.1%+5.0pp | 82.3%-1.2pp | 68.3%+12.8pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,007 | $3,561-15.6% | $4,693-35.9% | $2,631+14.3% |
| Participant deferral / active EE | $2,971 | $6,636-55.2% | $7,997-62.8% | $4,212-29.4% |
| Admin fee / account holder | $3,043 | $8,568-64.5% | $13,435-77.3% | $7,344-58.6% |