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 | $63,637 | $109,881-42.1% | $150,045-57.6% | $84,808-25.0% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 15.44% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,630 | $3,561+1.9% | $4,693-22.7% | $2,631+38.0% |
| Participant deferral / active EE | $5,850 | $6,636-11.8% | $7,997-26.8% | $4,212+38.9% |
| Admin fee / account holder | $4,113 | $8,568-52.0% | $13,435-69.4% | $7,344-44.0% |