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 | $77,240 | $109,881-29.7% | $150,045-48.5% | $84,808-8.9% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 21.00% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,901 | $3,561-18.5% | $4,693-38.2% | $2,631+10.3% |
| Participant deferral / active EE | $8,555 | $6,636+28.9% | $7,997+7.0% | $4,212+103.1% |
| Admin fee / account holder | $1,651 | $8,568-80.7% | $13,435-87.7% | $7,344-77.5% |