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 | $62,279 | $81,233-23.3% | $155,567-60.0% | $80,874-23.0% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 23.16% | 33.33%-10.2pp | 64.74%-41.6pp | 35.62%-12.5pp |
| Employer contribution / active EE | $3,143 | $3,101+1.4% | $4,674-32.8% | $2,756+14.1% |
| Participant deferral / active EE | $8,365 | $3,452+142.3% | $5,628+48.6% | $4,297+94.7% |
| Admin fee / account holder | $2,498 | $7,998-68.8% | $15,916-84.3% | $6,935-64.0% |